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Priority Manager and Triggered Events
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2 Replies and 13242 Views Triggered Events on Assets  13242  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 13242
by  Josh BJump to last post
11/4/2016 1:59 PM
2 Replies and 9539 Views Automatically unsuspending jobs  9539  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 9539
by  Josh BJump to last post
10/25/2016 2:13 PM
1 Replies and 9522 Views Priority manager frequency  9522  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 9522
by  Dennis OdriJump to last post
7/26/2012 12:10 AM
0 Replies and 5726 Views Change default action templates, globally  5726  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 5726
4/20/2012 6:01 AM
0 Replies and 6423 Views Custom SQL to mark client actioned jobs to unread.  6423  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 6423
9/5/2011 7:25 PM
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Forums Discuss HelpMaster Priority Manager and Triggered Events
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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...