Difference between revisions of "Progressive Capture Workflow"

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m (Jamesa moved page Progressive Capture to Progressive Capture Workflow without leaving a redirect)
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::4. '''Activate the new flow''' - Activate the Progressive capture flow by selecting the Activate /In-activate button [[File:Active_or_in-active.png| 20px| activate]]  
 
::4. '''Activate the new flow''' - Activate the Progressive capture flow by selecting the Activate /In-activate button [[File:Active_or_in-active.png| 20px| activate]]  
 
::5. '''Execute the new Progressive Capture''' - You can bring the new flow into use by changing the relevant setting (Settings then Application) in the ''Hornbill Service Manager'' application.  
 
::5. '''Execute the new Progressive Capture''' - You can bring the new flow into use by changing the relevant setting (Settings then Application) in the ''Hornbill Service Manager'' application.  
:::: - For '''Requests''' (Incidents or Service Requests) use ''app.itsm.progressiveCapture.newRequest'' or ''app.itsm.progressiveCapture.newSelfService'' for Self-service field with the new name and then save
+
::::- For '''Raise New''' use ''app.itsm.progressiveCapture.newRequest'' field with the new name and then save
 +
::::- For '''Incidents''' use ''app.itsm.progressiveCapture.newIncident'' field with the new name and then save
 +
::::- For '''Service Requests''' use ''app.itsm.progressiveCapture.newServiceRequest'' field with the new name and then save
 
::::- For '''Problems''' use ''app.itsm.progressiveCapture.newProblem'' field with the new name and then save
 
::::- For '''Problems''' use ''app.itsm.progressiveCapture.newProblem'' field with the new name and then save
 +
::::- For '''Known Errors''' use ''app.itsm.progressiveCapture.newKnownError'' field with the new name and then save
 
::::- For '''Changes'''  use ''app.itsm.progressiveCapture.newChange'' field with the new name and then save
 
::::- For '''Changes'''  use ''app.itsm.progressiveCapture.newChange'' field with the new name and then save
 
[[Category:Administration]]
 
[[Category:Administration]]

Revision as of 11:17, 25 August 2015

Home > Administration > Workflow > Progressive Capture

Introduction

Progressive Capture is a graphical workflow tool that provides a new and simple way to define the capturing of information for particular application. An application that uses uses Progressive Capture will include a number of small forms for collecting information related to the application. These forms can be optionally added, ordered, and branched depending on the information being captured.

Features

To change the way it works from a new instance:-

  1. Use Hornbill Administration - Launch Hornbill Administration
  2. Create or Change the Progressive Capture Flow - Choose Hornbill Service Manager in the drop down box in the top left. Then select Progressive Capture and either select +Create New button or the flow of the existing process you want to change.
  3. Edit the flow - PCF is a simplified form of the workflow used for Business processes. Edit it to the way you want and then save. There are 4 nodes you can use and lines to connect them. Available nodes are:-
  • Start node - Every PCF will have one of these to initiate the flow
  • Form node - You can choose from one of 8 pre-configured small forms (in Form Properties) and place them in the sequence you need. Currently the existing data fields on the forms can't be changed.
  • Branch node - allows a custom expression to alter the flow to show different forms
  • End node - Every PCF will have one of these to end the flow
4. Activate the new flow - Activate the Progressive capture flow by selecting the Activate /In-activate button activate
5. Execute the new Progressive Capture - You can bring the new flow into use by changing the relevant setting (Settings then Application) in the Hornbill Service Manager application.
- For Raise New use app.itsm.progressiveCapture.newRequest field with the new name and then save
- For Incidents use app.itsm.progressiveCapture.newIncident field with the new name and then save
- For Service Requests use app.itsm.progressiveCapture.newServiceRequest field with the new name and then save
- For Problems use app.itsm.progressiveCapture.newProblem field with the new name and then save
- For Known Errors use app.itsm.progressiveCapture.newKnownError field with the new name and then save
- For Changes use app.itsm.progressiveCapture.newChange field with the new name and then save