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Alan Byrne

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Activity overview

Latest activity by Alan Byrne
  • Alan Byrne created an article,

    Manage Subscriptions

    1. Cloudset Framework
    2. Features

    This section describes the Manage Subscriptions pageThe Manage Subscriptions page shows, to an administrator, the details of the cloudset apps for which a subscription has been provisioned.Select a...

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  • Alan Byrne created an article,

    Billing & Contact Details

    1. Cloudset Framework
    2. Features

    This section describes the billing and contact details page which shows information about the customer. The page includes additional contacts of interest that Cloudset may use to interact with the ...

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  • Alan Byrne created an article,

    Formset Release February 2026

    1. Cloudset updates
    2. Releases

    Summary of ReleaseThe Formset configurator has been enhanced to improve the agent experience when configuring rules that involve drop down and multi-select fields with large numbers of option value...

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  • Alan Byrne created an article,

    Server Side REST APIs used by Cloudset Apps

    1. Cloudset Framework
    2. Advanced Topics

    This page identifies which Zendesk REST APIs are called from the servers of the Cloudset Apps. APICreateReadUpdateDeleteNotesOrganizations XX * *Update org custom fieldsOrg Fields X   Users XX * *U...

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  • Alan Byrne created an article,

    Flowset & Formset Release March 2025

    1. Cloudset updates
    2. Releases

    We are pleased to announce the following changes included in the release of our Flowset and Formset products dated 13 March 2025. Summary of Release Flowset Flowset has been enhanced to allow the d...

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    • 1 follower
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  • Alan Byrne created an article,

    Configuring Workflow Role Assignments

    1. Flowset
    2. Workflow Role Management

    Workflow roles can be used to control which agents are able to perform activities or transitions and to ensure that task flows can be tailored to the role of the agent dealing with them.  Workflow ...

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    • 1 follower
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  • Alan Byrne created an article,

    Configuring Workflow Roles

    1. Flowset
    2. Workflow Role Management

    Workflow roles can be used to control which agents are able to perform activities or transitions and to ensure that task flows can be tailored to the role of the agent dealing with them.  Using rol...

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    • 1 follower
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  • Alan Byrne created an article,

    Managing Workflow Roles

    1. Flowset
    2. Workflow Role Management

    Roles Workflow roles identify permissions and responsibilities to ensure that The agent is guided through the process at a level that is appropriate to their experience Only agents with the necess...

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    • 1 follower
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  • Alan Byrne created an article,

    Workflow Role Concepts

    1. Flowset
    2. Conceptual Overviews

    Roles Workflow roles identify permissions and responsibilities to ensure that The agent is guided through the process at a level that is appropriate to their experience Only agents with the necess...

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    • 1 follower
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  • Alan Byrne created an article,

    Flowset Release January 2025

    1. Cloudset updates
    2. Releases

    We are pleased to announce the following changes included in the release of our Flowset product dated 23 January 2025. Summary of Release Flowset has been enhanced to allow user and organization cu...

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    • 1 follower
    • 0 comments
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