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2 Replies and 12324 Views Triggered Events on Assets  12324  2 Started by  Josh B I want to set up some automation for Assets but I need some help.  Rather than sending a support email through, I thought I'd share the development process on the forums. Background We have an equipment loans process built on asset records. The asset status is 'On Loan' when checked out and 'In stock' when checked in. The asset is linked to the client who has made the loan and unlinked when the item is returned. The asset also has a custom date field indicating when the ...
2 12324
by  Josh BJump to last post
11/04/2016 2:59 PM
2 Replies and 8966 Views Automatically unsuspending jobs  8966  2 Started by  Josh B Today I implemented some Priority Manager profiles to automate the unsuspending of jobs once a target date is reached.  Thought I'd share... Where to store the date On the Timeline tab of a Job, there are 3 date fields, one of which is labelled 'Work commencement date'.  This seems appropriate and we have no other business automation rules using that field.  Alternatively a dedicated date field on the Custom tab of a Job could also work. Business logic When a Job...
2 8966
by  Josh BJump to last post
10/25/2016 3:13 PM
1 Replies and 9051 Views Priority manager frequency  9051  1 Started by  Itro We are trying to use priority manager to help use refine our customer contact.  We&39;ve noticed that cases will sometimes go unactioned for a while and we want the team manager to be made aware of this in case someone&39;s dropped the ball. For example, we would like to know if certain types of helpdesk cases haven&39;t been actioned for more than one day.  We should be able to create a simple priority manager profile to send an email to the team leader.  However, over the we...
1 9051
by  Dennis OdriJump to last post
07/26/2012 1:10 AM
0 Replies and 5287 Views Change default action templates, globally  5287  0 Started by  Chris Ferguson We&39;re looking for a way to change the default action templates for "re-assign a job" (Helpdesk Explorer --> Right Click a job --> click Re-assign).  We want to ensure that the resolver is always notified that a new ticket has been assigned to the queue.  Warm transfers of tickets aren&39;t always guaranteed.  We&39;re also looking for a way to notify the skillgroup manager when one of their subordinates SLA&39;s have been breached... I can custom make the notific...
0 5287
04/20/2012 7:01 AM
0 Replies and 6002 Views Custom SQL to mark client actioned jobs to unread.  6002  0 Started by  Dennis Odri Some users have expressed the desire for all jobs that were last actioned by Clients to revert to the unread state in Workgroup Explorer to make jobs requiring attention easier to find in their Open Jobs queue. Currently HelpMaster will only set an existing read job to the unread state if the Action Template used to add a clients response from Email Manager or the Web module has the &39;Assign To&39; field selected. This feature request has been logged for inclusion in a future feature releas...
0 6002
09/05/2011 8:25 PM
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July 2022 release now available - New version released! by Rod Weir in Announcements with 0 replies A new feature release of HelpMaster is now available!  v22.7.22 For a list of the major new features of v22, see the new documentation site ht...

June 2022 v22.2 maintenance release now available by Rod Weir in Announcements with 0 replies A maintenance release for v22.2 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

February 2022 release now available - New version released! 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...

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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...

July 2022 release now available - New version released! by Rod Weir in Announcements A new feature release of HelpMaster is now available!  v22.7.22 For a list of the major new features of v22, see the new documentation site ht...

June 2022 v22.2 maintenance release now available by Rod Weir in Announcements A maintenance release for v22.2 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

February 2022 release now available - New version released! 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...

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...