Difference between revisions of "Progressive Capture Workflow"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/customize/service-manager-capture-forms/ Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Service Manager Capture Forms|link=https://docs.hornbill.com/servicemanager-config/customize/service-manager-capture-forms/]] | ||
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{{DISPLAYTITLE:Service Manager Intelligent Capture}} | {{DISPLAYTITLE:Service Manager Intelligent Capture}} | ||
{{Breadcrumb|[[Main Page|Home]] > [[Administration|Configuration]] > [[Service Manager Administration |Service Manager]] > Intelligent Capture|Service Manager}} | {{Breadcrumb|[[Main Page|Home]] > [[Administration|Configuration]] > [[Service Manager Administration |Service Manager]] > Intelligent Capture|Service Manager}} | ||
{{Section| | {{Section| | ||
== Introduction == | == Introduction == | ||
| − | Intelligent Capture allows you to configure how and what information is collected or captured when a request is being raised. This includes default capture forms that are specific to Service Manager and the ability to create custom question forms. This page describes the available Service Manager forms which can be used in the [[ | + | Intelligent Capture allows you to configure how and what information is collected or captured when a request is being raised. This includes default capture forms that are specific to Service Manager and the ability to create custom question forms. This page describes the available Service Manager forms which can be used in the [[Intelligent Capture Designer]], the provided default Intelligent Capture Scripts, and some of the available advanced settings.| |
{{RightBox|Key Contents| | {{RightBox|Key Contents| | ||
:* [[#Intelligent Capture Forms|Intelligent Capture Forms]] | :* [[#Intelligent Capture Forms|Intelligent Capture Forms]] | ||
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Service Manager provides a number of default forms that are available to use when building the Intelligent Capture scripts for raising requests. These forms can be made available to an intelligent capture script by adding a Form node to your intelligent capture and selecting the form name from within the properties of the node.| | Service Manager provides a number of default forms that are available to use when building the Intelligent Capture scripts for raising requests. These forms can be made available to an intelligent capture script by adding a Form node to your intelligent capture and selecting the form name from within the properties of the node.| | ||
{{RightBox|Related Articles| | {{RightBox|Related Articles| | ||
| − | :* [[ | + | :* [[Intelligent Capture Designer]] |
:* [[Customised Forms|Custom Intelligent Capture Forms]] | :* [[Customised Forms|Custom Intelligent Capture Forms]] | ||
:* [[Knowledge Centre]] | :* [[Knowledge Centre]] | ||
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:* '''Analyst Request Type''' | :* '''Analyst Request Type''' | ||
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px"> | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px"> | ||
| − | ::The 'Analyst Request Type' form allows the support staff to choose the type of request that will be created. This form is most commonly seen in the 'New Request' | + | ::The 'Analyst Request Type' form allows the support staff to choose the type of request that will be created. This form is most commonly seen in the 'New Request' capture flow as the support person may not know which type of request needs to be raised when they first start capturing information. |
<div class="mw-collapsible-content"> | <div class="mw-collapsible-content"> | ||
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
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:* '''Change Type''' | :* '''Change Type''' | ||
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px"> | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px"> | ||
| − | ::The 'Change Type' form allows an analyst to select the type of change request that will be raised. This form is usually only seen on the new Change | + | ::The 'Change Type' form allows an analyst to select the type of change request that will be raised. This form is usually only seen on the new Change capture flow: |
<div class="mw-collapsible-content"> | <div class="mw-collapsible-content"> | ||
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
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<br> | <br> | ||
{{Infobox|[[File:CustomerSearchInfoBox.png|right|450px|link=]]Info Message Option | {{Infobox|[[File:CustomerSearchInfoBox.png|right|450px|link=]]Info Message Option | ||
| − | Each of the provided Intelligent Capture forms include an option to place an Info Message at the top of form. This is a great way to provide a bit more detail about the form to the user. The Info Message field also allows for [[Wiki Markup]] to be used which includes images! Upload an image to the | + | Each of the provided Intelligent Capture forms include an option to place an Info Message at the top of form. This is a great way to provide a bit more detail about the form to the user. The Info Message field also allows for [[Wiki Markup]] to be used which includes images! Upload an image to the Image Library and add it to your form. Bring the forms to life and add an animated gif!}} |
{{Section| | {{Section| | ||
==Default Intelligent Capture Scripts== | ==Default Intelligent Capture Scripts== | ||
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{{bullet1|user.siteName|Displays the name of the user's site as set on their profile}} | {{bullet1|user.siteName|Displays the name of the user's site as set on their profile}} | ||
|}} | |}} | ||
| − | [[Category: | + | --> |
| + | [[Category:HDOC]] | ||
| + | <!-- service-manager-config/customize/service-manager-capture-forms --> | ||
Latest revision as of 22:43, 26 February 2024
This document can now be found at its new location in the Hornbill Document Library.
