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Workflow and Process
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0 Replies and 1949 Views Copy and Paste workflow  1949  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 1949
12/2/2019 10:42 AM
0 Replies and 2314 Views Workflow Approvals and Attachments  2314  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 2314
11/1/2019 12:23 PM
0 Replies and 2872 Views Building knowledge management and KCS into the workflow  2872  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 2872
7/12/2019 9:47 AM
0 Replies and 2893 Views Workflow email object - email account  2893  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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5/30/2019 8:04 AM
0 Replies and 3984 Views New employee on-boarding workflow using new workflow objects  3984  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 3984
9/19/2018 11:28 AM
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Forums Discuss HelpMaster Workflow and Process
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New version - HelpMaster v24 now available! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpr...-f...

 New version - HelpMaster v23 now available! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpro.com...

 March 2023 v22.7 maintenance release now available by Rod Weir in Announcements with 0 replies A maintenance release for v22.7 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

 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...
RE: Use PowerBI for HelpMaster dashboards by Rod Weir in Reports and reporting Hi SR, Thanks for the post. Yes, the PowerBI reports for HelpMaster have been well received. Download the latest version, from here. https://www...

 RE: Use PowerBI for HelpMaster dashboards by Scenic_Rim_IT in Reports and reporting Hi Rod - just wondering how PowerBI reports are going? Any chance you have a beta/pre-release version we can help test for you?...

 New version - HelpMaster v24 now available! by Rod Weir in Announcements A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpr...-f...

 New version - HelpMaster v23 now available! by Rod Weir in Announcements A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpro.com...

 March 2023 v22.7 maintenance release now available by Rod Weir in Announcements A maintenance release for v22.7 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

 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...