February 2019 Release
Workflow has been a huge success in recent versions of HelpMaster, and this part of the product continues to evolve and improve.
For this release, we've added a new Checklist object (see below), fixed some issues, re-styled the HTML presentation for the workflow panel, improved the approvals, and introduced a new column called "Workflow State"
The "Workflow State" column is now available via the Field Chooser for Jobs. This field indicates the state of the workflow. This is very useful if you're using workflow approvals, or are using workflow in general.
- Workflow Ready
- Workflow Complete
- Awaiting Approval
- Approval (Denied)
- Approval (Approved)
Checklist Workflow Objects
Checklists come to workflow! A new workflow object is now available that allows you to configure a series of checkboxes as part of a workflow step. Individual check-boxes can be marked as "mandatory", meaning they have to be checked before the workflow can advance. Check-boxes can also be marked as "N/A".
Improved validation, control set and general fixes
Control Set validation, and general control set workflow interaction has been improved with several fixes.
Approvals are fast becoming one of the most popular workflow objects, and will continue to evolve over time. The approval object can now be configured to send an email back to the person who initiated the approval workflow step when an approval result is determined.
Workflow approvals have been improved to display better Action Log information and visualization
The web portal continues to grow in strength and functionality. Every release of HelpMaster from now on will feature new and improved web functionality.
Job viewing security has been improved, to bring it more in-line with the Desktop security model.
The "Explorer" page for staff now supports more functions, similar to the desktop edition. The grid-layout also includes "Asssigned To" as part of the "Last updated by", and "Logged By" column.
Unassigned Job queue for Skillgroups via Web Portal
Staff can now view "Unassigned" jobs in other skillgroups.
Selecting clients when logging a new job
When staff are logged into the web portal, they are able to select the primary client of the job by a text search. A new quick-pick button also allow quick selection of themselves as the primary client.
Actions that are marked as "Private" by a staff/technician now display on the web portal to the primary client, however the details are not displayed. Previous, private actions were not displayed at all, giving the primary client the impression that nothing is happening with the job. This improvement provides a better indication of activity, whilst at the same time keeping the action private.
Furthermore, actions in this state can present an alternate "Job Status" to the primary client. Each Job Status can now have a corresponding "Client Caption" option that will be used when an action is in the "private" mode.
The Job Finder now supports better searching for the Job "Work Commencement Date" field. This is advantageous if you schedule work in advance of the current date. This is great for MSP businesses (Managed Service Providers). The Job Finder also supports the new "Workflow State" field for searching. This can be combined with Saved Searches to create very handy searches, or Priority Manager automation profiles.
The job billing tab has been improved to allow better editing/updating of billing information against actions. A new "Totals" grid also displays aggregate billing information.
Many general fixes, improvements, and under-lying components of HelpMaster have been upgraded to use the latest components, tool and technology.