Board Manager Administration: Difference between revisions
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This document can now be found at its new location in the [https://docs.hornbill.com/boardmanager-config/index Hornbill Document Library]. | |||
[[file:hornbill-document-library.png|Boad Manager Configuration|link=https://docs.hornbill.com/boardmanager-config/index]] | |||
[[Category:HDOC]] | |||
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{{DISPLAYTITLE:Board Manager Configuration}} | {{DISPLAYTITLE:Board Manager Configuration}} | ||
{{Breadcrumb|[[Main Page|Home]] > [[Administration|Configuration]] > Board Manager|Board Manager}} | {{Breadcrumb|[[Main Page|Home]] > [[Administration|Configuration]] > Board Manager|Board Manager}} | ||
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{{bullet1|Board BPM User|Allows a user account to interact with the Boards Manager app via business process automation (add, move, remove cards from boards automatically etc), the user will not have access directly to boards with this role.}} | {{bullet1|Board BPM User|Allows a user account to interact with the Boards Manager app via business process automation (add, move, remove cards from boards automatically etc), the user will not have access directly to boards with this role.}} | ||
{{bullet1|Board Super User|Provides the user with access to all boards, and the ability via the ''Share Boards'' options to change the owner of any board.}} | {{bullet1|Board Super User|Provides the user with access to all boards, and the ability via the ''Share Boards'' options to change the owner of any board.}} | ||
{{bullet1|Autotask Designer|Allows the user to create autotasks}} | |||
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}} | }} | ||
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{{Section| | {{Section| | ||
==Customize== | ==Customize== | ||
===Autotasks=== | |||
Autotasks can be created for Board Manager these can be used in the following places: | |||
* By creating a Custom Button on the Board | |||
* By creating a Custom Button on the Card | |||
* By creating an automation for a board which can be triggered when a card is added, removed, or updated | |||
* By creating an automation for a lane which can be triggered when a card enters (either created in, or moved into a lane) or exits (either removed whilst in a lane, or moved out of a lane) | |||
To create autotask a user must have the manage BPM system right, this right can be granted by the Autotask Designer role | |||
The following inputs are sent: | |||
==== Board Custom Button ==== | |||
* boardId - Id of the board | |||
* title - Name of the Board | |||
* content - Description of the Board | |||
==== Card Custom Button / Card Created automation / Card Updated automation / Enter Lane automation / Exit Lane automation ==== | |||
* boardId - Id of the Board | |||
* cardId - Card Id | |||
* laneId - Lane Id | |||
* title - Card title | |||
* content - Card content | |||
* link - Card link | |||
* value - Card value | |||
* type - Type of card | |||
* progress - progress of card from 0-100 | |||
* key - Id of the related entity (e.g. Request Id, document Id etc) | |||
* status - Card status | |||
* status_info - Card | |||
* action - Automation action: one of CREATE/UPDATE/ENTER/EXIT | |||
==== Card Removed automation ==== | |||
* boardId - Id of the board | |||
* cardId - Card Id | |||
* action - REMOVE | |||
===Translations=== | ===Translations=== | ||
[[File:TranslationIcon.png|right|Link=]] | [[File:TranslationIcon.png|right|Link=]] | ||
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{{Bullet1|webapp.view.boardlist.favouriteFilter|Turn this setting on to allow users to define and view a ''Favorites'' list when viewing the list of available boards.}} | {{Bullet1|webapp.view.boardlist.favouriteFilter|Turn this setting on to allow users to define and view a ''Favorites'' list when viewing the list of available boards.}} | ||
|}} | |}} | ||
[[Category: | [[Category:HDOC]] | ||
Latest revision as of 21:49, 3 June 2024
This document can now be found at its new location in the Hornbill Document Library.
