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0 Replies and 1117 Views Copy and Paste workflow  1117  0 Started by  Rod Weir Handy tip! Did you know that you can copy and paste workflow  Well you can.  Select all, or parts of your workflow, right-click an object and select "Copy".  Paste it into another job, job template, or workflow template. This can also be used for tech support.  If you&39;re having issues with your workflow, you can send it to PRD Software.  Copy copy the workflow definition into an email (or notepad attachment) and we can help you build something awesom...
0 1117
12/02/2019 11:42 AM
0 Replies and 1526 Views Workflow Approvals and Attachments  1526  0 Started by  Rod Weir Here&39;s a configuration that can be used when you have a process that requires approval that is based on a file attachment. Example Scenario: A user logs a service request / ticket / job etc. via the web portal and uploads an attachment/document as part of the initial logging process.  At some point in the life-cycle of the request, an approval needs to be requested from a manager, and that manager needs to view the attachment that is linked to the ticket. Currently the HelpMast...
0 1526
11/01/2019 1:23 PM
0 Replies and 2025 Views Building knowledge management and KCS into the workflow  2025  0 Started by  Rod Weir Here&39;s a workflow idea to assist with improved knowledge base articles and knowledge management / KCS As part of a support workflow, build into the resolution phase a question to ask the agent/operator whether the job would make a good candidate for a knowledge base article.  If the agent answers yes, then flag to job via a milestone, a keyword, or some other mechanism.  This can then be searched later (via Job Finder / Saved Searches etc) and used to target specific jobs/knowle...
0 2025
07/12/2019 10:47 AM
0 Replies and 2124 Views Workflow email object - email account  2124  0 Started by  Rod Weir The up-coming release of HelpMaster will have a lot of workflow improvements.  One of these is in the email object.  It is now possible to configure this workflow object to specify an email account to use when sending the email.  This is especially useful if using the in-line, "simple text" option rather than an email template. Email Templates could always use an email account, however the simple email object always used the default email account of the person logged-...
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05/30/2019 9:04 AM
0 Replies and 3170 Views New employee on-boarding workflow using new workflow objects  3170  0 Started by  Rod Weir As the workflow capabilities of HelpMaster continue to improve, one of the things that we&39;ve been seeing from users of HelpMaster is building processes to support a HR new employee on-boarding experience. This process is a great start in a digital transformation journey and introducing HelpMaster to other parts of the business outside of just IT. The HelpMaster development team is currently doing a lot of development in updating the workflow engine, and building new workflow objects su...
0 3170
09/19/2018 12:28 PM
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November 2021 release now available - New Major Version! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! For a list of the major new features of v22, see the new documentation site https://docs.helpma...

May 2021 release now available - New Major Version! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! For a list of the major new features of v21, see the new documentation site https://docs.helpma...

April 2020 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available! For a list of the major new features of v20, see  https://www.helpmasterpro.com/Support/Updates-...

February 2020 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available! For a list of the major new features of v20, see  https://www.helpmasterpro.com/Support/Updates-...

December 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release focusses mainly on stability, with an important fix for the Email Manager if using IM...

November 2021 release now available - New Major Version! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v22, see the new documentation site https://docs.helpma...

May 2021 release now available - New Major Version! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v21, see the new documentation site https://docs.helpma...

April 2020 release now available by Rod Weir in Announcements A new release of HelpMaster is now available! For a list of the major new features of v20, see  https://www.helpmasterpro.com/Support/Updates-...

February 2020 release now available by Rod Weir in Announcements A new release of HelpMaster is now available! For a list of the major new features of v20, see  https://www.helpmasterpro.com/Support/Updates-...

December 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release focusses mainly on stability, with an important fix for the Email Manager if using IM...

Adjust the date range for displaying closed jobs in Explorer by Rod Weir in Using HelpMaster From tech support today... By default, the Explorer screen displays closed jobs that were closed in the previous month.  This interval can be ...

October 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release focusses on workflow stability, enhancements and other fixes. For a list of the ma...

August 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release has some great workflow improvements, new control set fields, a new manager feature, ...

Allow staff to view all jobs, all skillgroups by Rod Weir in Installation, configuration and upgrading By default, staff members can only view and action jobs that are assigned to the skillgroup(s) that the staff member belong to.  Fine-level contr...

June 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow, and change manageme...