Dovetail Agent
Gary Sherman
September 26, 2017

If you receive a business rule notification message, but you’re unsure as to exactly which business rule it came from, there’s a few ways to find the originating rule.

Notification Message

For example, lets say that you received the following notification:

How do I find which business rule caused this notification to be sent?

There’s actually a few options here. 

 1. Dovetail Agent – Query Business Rule Actions

Using Dovetail Agent, create a query for Business Rule Actions

And filter for Message Contains something happened

This will show you a list of rules that contain that string in the message.

Clicking one of the results will take you to the Business Rule itself.

2. Dovetail Agent – from the History

If you know the work item (Case, Subcase, etc.) that the notification pertains to, then you


Gary Sherman
September 19, 2017

I’ve blogged before about the Filter Config and Filter Overrides within Dovetail Agent.

I totally dig this feature, as it makes it super easy to customize the queries within the app without having to write code.

We know it’s easy to show data that comes from a database column within the query results – such as a contact’s name or phone number.

But what if we wanted to show something that is more dynamic? i.e. something that needs to be calculated?

 

 

For example, in the result set for contact queries, what if we wanted to show the number of open cases that a customer has?

There’s not an existing field in the database that contains this data. The number of open cases needs to be summed up.

So how can we do this in a


Gary Sherman
September 12, 2017

A few years ago I wrote a post titled Getting the most out of your business rules. Most of the information in that post is still relevant today. 

 

In that post, I discussed how we can analyze the data inside our database to see which rules are firing and how often. We can do this using a Business Rule Usage Report. 

This report tells us what business rules are firing along with how often. Perhaps even more importantly, it allows you to see the rules that are not being fired. Perhaps those rules could be removed, or made inactive, therefore simplifying business rule administration. Or maybe they should be firing, and need further investigation.

These reports are now available within Dovetail Agent.  Makes sense to have


Gary Sherman
August 29, 2017

We’ve recently added support for Configuration Item Rule Properties in Dovetail Rulemanager and Dovetail Agent. In this post I’ll cover what they are, why you’d want to use them, as well as a few examples. 

 

First, a quick refresher on Rule Properties and Config Items. 

Rule Properties 

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

Business Rule ConditionsBusiness Rule Action MessagesCanned Response VariablesEmail 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 static value may be desired, and this static value cannot be traversed to via a schema path. In these


Gary Sherman
August 22, 2017

We recently released a major update to the Dovetail SelfService app. There’s SO many great new capabilities here.

I would group these enhancements into 2 major categories:

Dynamic Content, Pages, and Menus – making it easy to create and edit content throughout the app Knowledgebase Enhancements – making the knowledgebase much more prevalent, approachable, and functional

 

Lets take a run through the highlights of this release. 

 

Dynamic Home Page Content

When a user logs into SelfService, they’re immediately taken to the Home page.

In the past, if you wanted to change what was displayed on the home page, you would need to customize the HTML page content, and re-deploy the application.

Now, the home page content comes from a solution. So you can easily edit the solution using Dovetail Agent, and


Gary Sherman
August 1, 2017

We recently added Themes to Dovetail Agent. Users can now pick a theme that fits their personal style preference. 

 

We currently ship with 3 themes in Agent 18 (Default, Dark, and Quiet Light), and we’ve recently added a new Blue theme as well (part of Agent 19). 

Default Theme

 

Dark ThemeQuiet Light ThemeBlue ThemeUser Preferences

Users can select their personal Theme preference from the User Preferences page in Dovetail Agent. 

 

Custom Themes

Customers may wish to develop their own theme – for example they may want a theme that mimics their corporate styles.  We’ve greatly simplified the process for over-riding existing theme styles, and for creating new custom themes. The Dovetail Agent documentation covers this in detail. 

In addition, one of our developers, Barrett Sonntag, has created a couple of


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
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


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