Author Archives: Patrick Bakker
About Patrick Bakker
About Patrick Bakker Mass Update Requests
In most cases, records in Xurrent are updated one at the time, driven by a specific workflow or administrative task. For other use cases, it would be helpful to be able to update multiple records at the same time. This must be done with great caution, though, due to the large number of dependencies between […]
Forward Email From Notes
The ability to send email from a request, task, and many other records is tightly integrated in Xurrent. These emails are then added as notes in that record. It is even possible to reply to an email note, or to any other note for that matter. As of now, it is also possible to forward […]
Version Control of UI Extensions
Whenever a UI extension is updated and saved, a new version of it is created. Until it is activated, it is labeled ‘Being Prepared’. So far, if an account designer or administrator wanted to return to a previous version of the UI extension, they could copy the HTML, JavaScript, or CSS, paste it into the […]
Maintain Tags
Two weeks ago, the possibility to add tags to requests was introduced, as a first version for this feature. Last week, although not communicated in the Development Update, it was made possible to manipulate tags with automation rules: With a string value: This can also create new tags that haven’t been used yet. Or with […]
Feedback on AI Request Summaries
It is now possible to provide feedback on AI request summaries, by answering the question ‘Is this accurate?’ with either ✓ or ×. Pressing ✓ marks the summary as accurate, while pressing × opens a dialog window to supply specifics. This allows the Xurrent AI team to troubleshoot the summary feature and ultimately improve it.
Archive and Trash Configuration Items
In Xurrent, organizations can specify how long records that could contain personally identifiable information (PII) should be retained. A retention period can be specified for such records, to ensure that they are moved automatically to their account’s archive, and from there to their account’s trash. Once a record has been trashed, it is automatically erased […]
Introducing Tags
It is now possible to add tags to a request. Tags allow organizations to classify requests in many possible ways without changing their status, as is the case with product backlogs, for example. Tags can be added to a request in ‘View’ mode, by pressing the Tag icon at the right end of the Subject […]
My Organization’s Assets in Xurrent Self Service
Managers who for any reason do not have a specialist role in Xurrent, sometimes need to know how many laptops or other appliances are in use within their organization. If these managers are given the Key Contact role, they can now see all configuration items in Xurrent Self Service for which their organization (and each […]
Requests With Status Workflow Pending
When a workflow has started from a request, specialists should work on the workflow and not on the request. To encourage this, two adjustments have been made. For a person who is assigned to a request with status Workflow Pending, the toolbar actions which can change the status are now grayed out. Also, when the […]