Difference between revisions of "Multi-Select Actions"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/request-list/overview#multi-select-options Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Change Requests|link=https://docs.hornbill.com/servicemanager-user-guide/request-list/overview#multi-select-options]] | ||
| + | <!-- | ||
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<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Mulit-Select Actions | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Mulit-Select Actions | ||
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:* [[My_Boards|Boards]] | :* [[My_Boards|Boards]] | ||
:* [[Service_Manager_Settings|Service Manager System Settings]] | :* [[Service_Manager_Settings|Service Manager System Settings]] | ||
| + | :* [[Activity Stream Integrations|Embedding Rich Media Content]] | ||
| + | :* [[Wiki_Markup|Wiki Markup]] | ||
| + | :* [[What_are_mentions?|Mentions]] | ||
|} | |} | ||
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==Using this feature== | ==Using this feature== | ||
* Individually select each request using the tick box next to each request | * Individually select each request using the tick box next to each request | ||
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=== Actions === | === Actions === | ||
| − | [[File:Multi- | + | [[File:Multi-select-request-list.png|400px|right]] |
| − | * Update - Apply an Update to multiple requests. Include text, images, embed rich media and other out of the box integrations with the update, not forgetting the option to set the visibility level for the update on each request. | + | * '''Update''' - Apply an Update to multiple requests. Include text, images, mentions, wiki mark-up, embed rich media and other out of the box integrations with the update, not forgetting the option to set the visibility level for the update on each request. |
| − | * Resolve or Close one or more requests in one action. Requests which are in a Resolved Status will show the option to Close. | + | * '''Resolve''' or '''Close''' one or more requests in one action. Requests which are in a Resolved Status will show the option to Close. |
| + | * '''Priority''' - Escalate or De-escalate multiple requests in one action | ||
| + | * '''Cancel''' - Cancel multiple requests in one action | ||
[[File:Information.png|14px|text-top|Information]] When performing multi-select Resolve / Close status actions on requests, these will not progress the business processes which are running against the requests (due to the unknown state of the processes on each request which is being updated, any outstanding tasks / authorisations etc). To ensure completion of the requests business processes, the requests should be in a suspend await resolution state then performing the multi-select action will invoke the next action in the process and their processes will continue. | [[File:Information.png|14px|text-top|Information]] When performing multi-select Resolve / Close status actions on requests, these will not progress the business processes which are running against the requests (due to the unknown state of the processes on each request which is being updated, any outstanding tasks / authorisations etc). To ensure completion of the requests business processes, the requests should be in a suspend await resolution state then performing the multi-select action will invoke the next action in the process and their processes will continue. | ||
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=== Assign === | === Assign === | ||
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Add the selected requests to an existing board and board list. Learn more about boards '''[[My_Boards|here]]''' | Add the selected requests to an existing board and board list. Learn more about boards '''[[My_Boards|here]]''' | ||
| + | === Visibility=== | ||
| − | + | Select the '''visibility''' level for the timeline update on the requests being updated. | |
| − | + | --> | |
| − | [[Category: | + | [[Category:HDOC]] |
Latest revision as of 23:20, 3 May 2024
This document can now be found at its new location in the Hornbill Document Library.
