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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{{DISPLAYTITLE:Intelligent Capture Designer}}
 
{{DISPLAYTITLE:Intelligent Capture Designer}}
 
{{breadcrumb|[[Main Page|Home]] > [[Configuration]] > Intelligent Capture Designer|Configuration}}
 
{{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'''.
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== [[Default Form Configuration]] ==
 
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Whilst default forms have a set purpose, it is also possible to configure aspects of these forms.
 
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::[[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.
  
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::[[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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== Versions ==
 
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== Experimental Features ==
 
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Hornbill may introduce new features in an experimental state, customers can choose to enable, use and provide feedback on these features. These features are subject to change and or removal.
 
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== Displaying Conditional Fields ==
 
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{{#ev:youtube|1dkfPvoKiZY|400|right}}
 
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This feature allows for the showing or hiding of fields on custom capture forms based on the answers to other questions on either the same custom capture form, or answers to questions on previous capture forms (conditions).
 
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* Add a new form field to a capture form and untick the '''This field will be visible on the form''' option under the '''Default Flags''' tab
 
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* A new '''Override flags''' tab will be visible next to the '''Default Flags''', navigate here and select '''Add new condition'''
 
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* Give the condition a name and choose options such as '''This field will be visible on the form'''
 
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* Using the '''If the following is true''' option to add conditions under which this field will be shown / hidden, this can be based on a combination of values (answers) to other questions (fields) on the same or previous capture forms.  Select apply Settings when finished.
 
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* It is possible to set multiple sets of '''Conditions''' under which a field may be shown.  Simply add more conditions under the '''Override Flags''' tab using the '''Add new condition''' option
 
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* Where multiple conditions are listed, these will be evaluated from the top down until a match is found, the evaluation will stop here and no further conditions will be checked).
 
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* Complete the '''Field Type Settings''' options to define the attributes of the conditional field.
 
 
    
 
    
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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

Retrieved from "https://wiki.hornbill.com/index.php?title=Intelligent_Capture_Designer&oldid=32265"