Difference between revisions of "Intelligent Capture Designer"

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This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/customize/intelligent-capture-designer/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Intelligent Capture Designer|link=https://docs.hornbill.com/servicemanager-config/customize/intelligent-capture-designer/]]
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{{breadcrumb|[[Main Page|Home]] > [[Configuration]] > Intelligent Capture Designer|Configuration}}
 
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* '''Note:''' with the introduction of the Switch Capture option, the behaviour will alter slightly on the '''Services Details''' form, is as much as the user will now have to select the '''Next''' button if they are selecting either the Service or the Request Catalog Item in order to progress the capture workflow.  Previously if a Request Catalog Item was chosen the capture would immediately progress without the need to click '''Next'''.
 
* '''Note:''' with the introduction of the Switch Capture option, the behaviour will alter slightly on the '''Services Details''' form, is as much as the user will now have to select the '''Next''' button if they are selecting either the Service or the Request Catalog Item in order to progress the capture workflow.  Previously if a Request Catalog Item was chosen the capture would immediately progress without the need to click '''Next'''.
 
== [[Default Form Configuration]] ==
 
 
Whilst default forms have a set purpose, it is also possible to configure aspects of these forms.
 
 
::[[Default Form Configuration|Read more...]]
 
  
 
== [[Customised Forms]] ==
 
== [[Customised Forms]] ==
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When creating customised forms, and custom questions the default behaviour is for the question and answer to be visible on the request form in a '''Questions''' collapsable section.  It is also possible to map the answer from a custom question to one of the default fields on a request.
 
When creating customised forms, and custom questions the default behaviour is for the question and answer to be visible on the request form in a '''Questions''' collapsable section.  It is also possible to map the answer from a custom question to one of the default fields on a request.
  
::[[Mapping Fields from Customised Forms|Read more...]]
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::[https://docs.hornbill.com/servicemanager-config/customize/mapping-fields-from-customized-forms/ Read more...]
  
 
==Sharing and Visibility==
 
==Sharing and Visibility==
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:* '''Save''' (Validate, Activate, De-activate)
 
:* '''Save''' (Validate, Activate, De-activate)
 
:: After the creation or editing of a capture workflow, your workflow needs to be saved and then activated to make it available for use.  Any capture workflow that you wish to keep but do not have available for use can be deactivated.
 
:: After the creation or editing of a capture workflow, your workflow needs to be saved and then activated to make it available for use.  Any capture workflow that you wish to keep but do not have available for use can be deactivated.
 
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[[Category:Administration]][[Category:Videos]]
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[[Category:HDOC]]

Latest revision as of 19:57, 11 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Intelligent Capture Designer