PrevPrev Go to previous topic
NextNext Go to next topic
Last Post 04/06/2016 1:26 PM by  Dennis Odri
Template Attachments do not rename when used to instantiate a job
 1 Replies
AddThis - Bookmarking and Sharing Button
Sort:
You are not authorized to post a reply.
Author Messages
Daniel G
New Member
New Member
Posts:1
Points:3


--
04/05/2016 12:27 PM

    Not sure if this is a bug or feature or limitation of the templating ... but...

    When I add a file to a HD job as an attachment, it is automatically renamed after the job number.  Great.

    However if I add an attachment (in this case, a templated checklist in Excel format) to a template, and then create a job based on that template, what I had expected to happen was that the attachment too would be treated like a template, and renamed in line with how other attachments get renamed.

    Not so :(

    The attachment name remains the same.  So every job I log based on this template shares the exact same checklist file.  For some reference information that's great .  For attachments that need to be updated, as in this case, that bites 

    This is by design or is an oversight?

    Are there perhaps tags (eg Job #, Client) we can insert into filenames to have HM recognise and replace when a job is logged?

    Thanks,

    D

     

     

    Dennis Odri
    HelpMaster tech support
    Helpdesk leader
    Helpdesk leader
    Posts:45
    Points:81


    --
    04/06/2016 1:26 PM
    Hi Daniel, unfortunately this is currently default behaviour. I have logged a new feature request, Job # 36788 to cater for your scenario in a future feature release. The only way to currently acheive this would be to manually add the Excel attachment when logging the job rather than attaching it to the job template beforehand. Sorry for the bad news.
    You are not authorized to post a reply.


    Configuration Management by Guy in Anything goes with 1 replies I looking people using Helpmaster for Configuration Management (CM) down to the Configuration Item (CI) level. How have you have built your CM tr...

    HelpMaster website update by Rod Weir in Announcements with 0 replies In preparation of the v17 release, the HelpMaster website has had a make-over. The new-look site provide additional information about the capabilit...

    Email tags not working. by David C in Email Manager with 1 replies Hi, I recently got the email service working and was poking around other areas (new to the software) and for some reason email template tags are not ...

    Knowledge Base improvements by Rod Weir in Wishlist with 0 replies We've recently received some requests to improve the knowledge base feature in HelpMaster via our support channel.  I'm re-posting some of the id...

    Triggered Events on Assets by Josh B in Priority Manager and Triggered Events with 2 replies 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 developme...

    Automatically unsuspending jobs by Josh B in Priority Manager and Triggered Events with 2 replies Today I implemented some Priority Manager profiles to automate the unsuspending of jobs once a target date is reached.  Thought I'd share... ...

    Use PowerBI for HelpMaster dashboards by Rod Weir in Reports and reporting with 0 replies Microsoft PowerBI is a powerful dashboard tool that allows you to quickly create dashboards based on your helpdesk / service-desk data.  With an...

    Template catalogs by Rod Weir in HelpMaster development with 0 replies Another great new feature of v17 is "Template Catalogs".  Template catalogs are groupings of Job Templates and Knowledge Base articles.  E...

    Spotlight on workflow object - Log new job by Rod Weir in HelpMaster development with 4 replies The next version of HelpMaster has a radically improved workflow system with lots of new workflow objects.  One of the most powerful and useful i...

    Clients can now link to multiple sites by Rod Weir in HelpMaster development with 0 replies Another handy feature of HelpMaster v17 is the ability to link clients to multiple sites.  Previously clients could only be linked to 1 site only...

    RE: Configuration Management by Rod Weir in Anything goes Hi Guy, Once assets are in the system, they are generally linked to other entities (Clients, Sites, Knowledge Base articles, and even themselves).&...

    Configuration Management by Guy in Anything goes I looking people using Helpmaster for Configuration Management (CM) down to the Configuration Item (CI) level. How have you have built your CM tr...

    HelpMaster website update by Rod Weir in Announcements In preparation of the v17 release, the HelpMaster website has had a make-over. The new-look site provide additional information about the capabilit...

    RE: Spotlight on workflow object - Log new job by Rod Weir in HelpMaster development Hi Josh, Thanks again for the feedback and ideas. The new workflow designing has some of these things already.  Keyboard support has been i...

    RE: Spotlight on workflow object - Log new job by Josh B in HelpMaster development Couple more ideas for workflows. First, I want to point out that the pattern I have adopted is to have an message box present instructions then an act...

    RE: Email tags not working. by Rod Weir in Email Manager Hi David, Thanks for the information. Can you tell us what version of HelpMaster you're using, as well as what module is sending the email (Deskto...

    Email tags not working. by David C in Email Manager Hi, I recently got the email service working and was poking around other areas (new to the software) and for some reason email template tags are not ...

    RE: Spotlight on workflow object - Log new job by Rod Weir in HelpMaster development Hi Josh, Thanks for you post – some good ideas and feedback here as usual. Your idea of having a pre-job workflow is something we’ve alr...

    RE: Spotlight on workflow object - Log new job by Josh B in HelpMaster development Over the past couple of days I have been looking at workflows in v16.10.17.4 (without the changes mentioned above). We are attempting to map one of o...

    RE: How to improve SQL Server performance and thus HelpMaster's too. by Josh B in HelpMaster SQL Server database Thanks for the tip about business time. Makes total sense. Can you elaborate on anything we can do in terms of database maintenance, indexing or o...