Gary Sherman
Gary Sherman

Gary Sherman

Chief Technology Officer, Vice President of Products
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Gary Sherman
July 25, 2017

In a previous post, I covered the basics of Action Items, and how they can be used.

Here, I’ll illustrate how we used action items as a way of capturing user feedback within the Dovetail Agent app.

 

Within the page header in Dovetail Agent is a Send Feedback icon.

 

Clicking that opens a Send Feedback form.

 

It’s a very simple form – a dropdown for the subject: Suggestion, Bug, Compliment, or Question, and then a Feedback text box, where the user can type in some feedback.

This feedback mechanism allows our users to easily report a bug, ask a question, or send us a compliment about something within the app.

Upon submitting the form, the user gets a simple Thank You message.

And just like that – we’ve captured some


Gary Sherman
July 18, 2017

Dovetail Agent has a number of Work Item types. The most common are Cases, Subcases, and Solutions.

In addition, there are Change Requests, Part Requests, and Action Items.

Not everyone is familiar with Action Items, so this post will cover the basic of action items – what they are, how you might use them, and how they compare to cases.

 

Action Item Basics

Action Items are simply a task that needs to be completed.

The task could be any number of things – depending on how you wish to use them.

For example, an Action Item could be used:

To setup a customer’s online account for SelfService/WebSupportAs an Operations task, such as upgrading a serverTo track a contract renewal processetc.

 

You can use different action item types for different tasks, so you’re not limited to a single use case for action


Gary Sherman
July 10, 2017

I’ve often stated that Rulemanager and Business Rules within Clarify/Dovetail are the most powerful (but often underused) components of the system.

And when you combine Rulemanager with Dovetail Carrier, it gets even more powerful.

To demonstrate some of this power, I’ve created a collection of business rule recipes that will educate and inspire you to make the most of your business rules.

There’s over 30 business rule examples, and they stretch across a number of areas, including:

User NotificationsWorkflow AutomationCustomer NotificationsIntegrating with third-party services/appsTask ManagerCalling external apps/scriptsSLA Rules (Service Level Agreement)Bonus!

There’s also a Business Rule Template, which is helpful when defining new business rules.

It can be provided to business users, who can fill out the template and submit it to the technical staff.

Get It!

This Collection of Recipes and the Business Rule Template is completely free.

Simply click


Gary Sherman
January 17, 2017

Last year I highlighted 10 things to love about the new Dovetail Agent, that showcased some of the ways that the new Dovetail Agent is so much better than its predecessor.

Since we use Dovetail Agent every day for supporting our own customers, we’re power users of the app ourselves. 

Here, I’ll highlight some of the features that we love, and that we think other power users will love as well.

power-user-features

Photo by @laurent_peignault

 

1. Canned Responses

Canned responses are re-usable text snippets that you can use when logging emails or notes. Canned responses can save you time if you’re often typing similar responses. Users can create personal canned responses, and can also share canned responses to workgroups, or to everyone.

And power users will appreciate the @@ keyboard shortcut.


Gary Sherman
January 12, 2017

Within Dovetail Agent, you can perform batch actions on a set of items without having to re-query or re-select the items.

For example, I can select a set of cases that are in a queue, accept them all, log a note to all of them, and then close them all – without having to re-query or re-select the set.

In older releases, after you accepted the cases, the grid would automatically refresh, and those cases would disappear from the grid (since they’re no longer in the queue).

We recently enhanced this functionality, adding  an “Automatic Grid Refresh” user preference that controls whether the grid is automatically refreshed or not after a batch action is performed.

When disabled, the console grid will not refresh automatically after an action. This allows for multiple actions before refreshing the grid. A Refresh Results button will appear in this


Gary Sherman
January 11, 2017

Recently I discussed function-based rule properties, which allow you to add your own code for calculating a rule property value.

I was asked last week about these – specifically, what if you’re using Dovetail Rulemanager, but not using Dovetail Agent. How do you define these properties?

clarify-form-header

 

Background

The property can be defined as a function using the Rule Property UI within Dovetail Agent.

But if you’re not using Dovetail Agent, but you are using Dovetail Rulemanager, you can still take advantage of these.

Rule properties are stored in table_prop_name. There is a new custom field named x_is_function that defines this property as a function. If set to 1, this property will be evaluated as a function. If set to 0 (default), it will not be.

So you can simply


Gary Sherman
January 4, 2017

When talking about calendars, notifications, and SLAs – questions around calendars and holidays often arise.

So lets explain how they work within Dovetail apps.

 

 

Understanding Calendars and Holidays

 

Business Calendars

Lets start with Business Calendars. They define the work hours.

For example I may have a business calendar named “M-F 9-5” with the following work hours:

Monday 9:00 AM – Monday 5:00 PMTuesday 9:00 AM – Tuesday 5:00 PMWednesday 9:00 AM – Wednesday 5:00 PMThursday 9:00 AM – Thursday 5:00 PMFriday 9:00 AM – Friday 5:00 PM

Pretty simple.

Business Calendars can be setup using Dovetail Admin.

biz-cal

 

Holidays

Now lets setup the Holidays.

Using Dovetail Agent, navigate to the Admin page, and click on the Holidays icon:


Gary Sherman
January 3, 2017

We recently released Dovetail Agent version 14. Here’s a run-down of the highlights.

 

What's New in Agent 14

 

User-Configurable home page

Users can now set their home page to be any page within the app – such as a queue or a query.

For example, perhaps you’re a manager who doesn’t work cases. In this case, you may wish your home page to be My Workgroup’s Open Items or one of your custom queries.

By default, Home is the same as My Work.

agent

To set your home page, use the s+h keyboard shortcut while you’re on any page in the app. Or set it on the User Preferences page.

Clicking the Home icon (or using the g+h keyboard shortcut) will take


Gary Sherman
December 21, 2016

workflow

When working with parent-child cases, a common workflow is to close the parent case when all the child cases have been closed.

We can easily automate this workflow using Dovetail tools and applications.

 

Business Rule

Here’s the rule that I want to create:

When the last child case is closed, close the parent case.

In order for this rule to function, I need to know when the last child case is closed.

I can do that by looking at the number of open child cases on the parent case. When this number is equal to zero, I know that all of the children have been closed.

But, out of the box, this number is not an available property.

But I can easily create my own, using the function-based rule property functionality.

 

 

NumberOfOpenChildCasesOnParent Rule Property

Following the


Gary Sherman
December 20, 2016

rule-properties

 

Rule Properties

Rule properties are used in a number of places throughout the Dovetail suite, including:

Business Rule ConditionsBusiness Rule Action MessagesCanned Response VariablesTask Manager PropertiesEmail Log Templates

Traditionally, a rule property would traverse a path through the schema, starting from the base object, and ending at a column.

For example, the Contact First Name property for a case would use the path case_reporter2contact:first_name.

However, there are instances where a path cannot be traversed, or where a calculation needs to be made.

 

Counts

For example, you may wish to fire a business rule only if all of the subcases on a case have been closed.

So your two business rule conditions would be:

Number of Subcases is greater than zeroNumber of Open Subcases is equal to zero

Or, you may wish to fire a business rule if the


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