Difference between revisions of "My Boards"
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==== Customer Portal ==== | ==== Customer Portal ==== | ||
If you support external customers (contacts) using the Customer Portal, and you plan on having automation used on Boards, you will need to add the Board BPM Access to the Customer Portal. This will not give visibility of boards to customers, but it will allow the APIs to securely access to the BPM if an action by the customer causes a Board Manager BPM automation to take place. | If you support external customers (contacts) using the Customer Portal, and you plan on having automation used on Boards, you will need to add the Board BPM Access to the Customer Portal. This will not give visibility of boards to customers, but it will allow the APIs to securely access to the BPM if an action by the customer causes a Board Manager BPM automation to take place. | ||
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== Migration Tool == | == Migration Tool == | ||
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The Migration tool runs a pre-migration check that identifies BPM workflows and reports that are associated the board that is being migrated. The updating of these workflows and reports is a manual process and will need to be done following the migration. BPM workflows will continue to work without applying any changes, but the original Hornbill Automations for the Service Manager My Boards will no longer be available to use or configure. Before continuing, make a note of the list of workflows and reports. | The Migration tool runs a pre-migration check that identifies BPM workflows and reports that are associated the board that is being migrated. The updating of these workflows and reports is a manual process and will need to be done following the migration. BPM workflows will continue to work without applying any changes, but the original Hornbill Automations for the Service Manager My Boards will no longer be available to use or configure. Before continuing, make a note of the list of workflows and reports. | ||
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== Administration == | == Administration == |