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Alan Byrne

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Recent activity by Alan Byrne
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  • Readonly Ticket Fields

    1. Formset
    2. Configuring Rules

    Using rules to make controlled ticket fields readonly Formset uses rules to control the visibility of ticket fields.  Once a field is controlled, it will be hidden until a rule is satisfied that ca...

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  • Formset for Tickets

    1. Formset
    2. Configuring Rules

    What is Formset? Formset controls the visibility of fields and field option values to hide unnecessary information until such time that it is needed by the user.  This helps to declutter the ticket...

    • Edited
    • 1 follower
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  • 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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  • 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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  • 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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  • 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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  • 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...

    • Edited
    • 1 follower
    • 0 comments
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  • Workflow Current Activity (Advanced Model)

    1. Flowset
    2. Workflow Assistant

    Flowset supports two different types of Workflow Model Standard Models - activity level behaviour Advanced models - Activities are broken down into Task models This article describes the behaviou...

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    • 1 follower
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  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Using Cloudset apps in Guide (Help Center)

    1. Formset
    2. Advanced Topics

    Some of the Cloudset apps are able to run in the Guide interface. Formset - will use the defined rules to control the visibility of ticket fields and field values when an end user is creating a ne...

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    • 1 follower
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