Graham
Articles
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Administration - (Administration Tab - Performset)
Click on the Performset icon in Zendesk (1). Click on the Configure tab (2). Select the Administration tab (3). *Note: the Administration tab (3) is primarily for use during the initial set...
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Configuring and Customizing the Performset Dashboard
Enabling the Performset Dashboard (Performset) Click on the Performset icon (1). Click on the Configure tab (2). Select the Dashboard page (3). The Performset Dashboard can be enabled or disab...
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Making the SLA Information Available in Ticket Forms
Like many Zendesk Apps the Performset Assistant Sidebar App makes use of information held in ticket fields. This being the case it is necessary to ensure all information required by the Performs...
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Configuring the use of Event Time Measurement
WORK IN PROGRESS:Please be patient, this article will be updated shortly. Update the Model Configuration The Event Time Management feature can be switched on from within the Models tab of the...
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Accessing Formset and Navigation
Configuration tool orientation The Formset App configuration is contained within the Cloudset Framework running as a Zendesk navigation bar App on the far left-hand panel. The essential naviga...
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Transition Enactment Permissions
Edit transition enactment permissions To edit the enactment permissions of a transition, double click the transition link and edit the enactment permissions from the properties panel. Double cli...
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Activity Accelerator Usage
Defining which accelerators are available for an activity To edit the available accelerators for an activity, double click the activity shape and then edit the available accelerators property. ...
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Workflow Configuration Saving
Save your process definition You can save your process definition at any time by clicking the save button. When editing process definitions using the Flowset configuration tool, you can save any c...
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Combinations Process Patterns
Given the two fundamental constructs of sequences and parallelism, the natural evolution is to combine both aspects to support: Sequences in their own right within parent & sub-tickets Further par...
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Cloning Workflows
Cloning is the act of creating a new workflow definition by copying an existing workflow definition. Cloning can save considerable time if the new workflow definition will share common characteris...
