Author Archives: Patrick Bakker
About Patrick Bakker
About Patrick Bakker Global Search Operator for Automation Rules
It is now possible to do a global search in Xurrent using automation rules. The results of that search can be used as the starting set for a further selection based on an attribute of the record type that was searched. This is probably easiest to explain with an example use case. Let’s first look […]
Account Sync: Service Catalog
The Xurrent® Account Sync feature, which makes it possible to easily copy configuration data to other environments, has once more been expanded. This time, a large part of the service catalog has been made available for selection. This includes service categories (allowing services to be grouped together), services, and service instances. Note, that if in […]
Introducing the Project Calendar
From the ‘Projects’ section of the Records console, project managers (but also any other person with the Specialist role) can access all open and completed projects. From there, it is possible to see the details of each individual project and their project tasks. Using the ‘Project Portfolio‘ view, project managers can even have an overview […]
Mentionable OAuth Persons
Involving a person in a Xurrent record using the @mention function is a great way to call for help, or ask a person to take some kind of action. With the recent advances in AI and the ease with which workflow automations are seamlessly connected to Xurrent, it only makes sense to be able to […]
Self Service Search for Specialists
Up to now, a specialist using Xurrent Self Service or the Xurrent mobile app would be limited to the search results that end users would also see. These include only requests, tasks, and project tasks assigned to this person, plus any available request templates, knowledge articles, services, and shop articles. Specialists, however, do sometimes log […]
Private Reservations
Reservation offerings are used to define which configuration items (CIs) can be made available for people to reserve for temporary use. So far, these reservations have always been public: any user who was able to make a reservation for the same CI could click on an existing reservation by another person in the Reservations Calendar […]
Minor Enhancements for Week 31
This post lists small tweaks and enhancements that have been delivered by the Development team in the previous release. (more…)
Shop Order Lines Available in PDF Design
Workflow summaries in PDF can be important for approvers when deciding if a task can be approved or not. These workflow summaries can be designed in the ‘PDF Designs’ section of the Settings console. To help approvers decide if a shop order should be approved, the fields of the shop order lines of a request […]
Select a Default Email Template
Most of the email templates in Xurrent are available by default, but those that are necessary to send emails from requests, workflows, and other record types must first be created by an account administrator or account designer. It is even possible to create several of such email templates for one record type. This can be […]