Tag: Dovetail Admin

Converting from Clarify Desktop to Dovetail Agent (part 3)

July 16, 2010 Welcome to part 3 of the series on converting an application from the Clarify Desktop environment to work in Dovetail Agent/Admin. The Employee Manager Utility (EMU) is being migrated into Dovetail Admin, and will provide the tools needed to manage workgroups and the employees that are assigned to them. In the installment of the series, the functionality for the Add... button of the form is going to be implemented. This is going to be a different method that what is normally used in Dovetail Admin due to the fact that workgroups are actually just elements in the WORKGROUP user defined list. EMU adds a lot of information and configuration capability for a workgroup, but there needs to be a record in table_workgroup to hold the details. The Add... button has a small hint that it will have different behavior…

Converting from Clarify Desktop to Dovetail Agent (part 2)

July 15, 2010 This is the second installment of a series of posts on migrating applications/enhancements from the Clarify desktop application to Dovetail Agent features. The plan was for this post to cover converting Clarify Forms into Dovetail Agent/Admin pages. That is a great idea, but a very ambitious goal for a single post. I will be making a few posts along this line instead, trying to highlight the best practices and throw in a good amount of example code to help pave the way for such a conversion. The example conversion of Employee Manager Utility (EMU) from a Clarify desktop integration to a new feature for Dovetail Agent and Dovetail Admin has a lot of possibilities for things to talk about. There are all kinds of controls used on the main form: a filtered grid, multiple tabs, checkboxes, text boxes, dropdowns,…

Converting from Clarify Desktop to Dovetail Agent

July 12, 2010 This is the first installment of a new series of posts on migrating applications/enhancements from the Clarify desktop application to Dovetail Agent features. There are usually a few components involved – schema changes, customized forms, and custom code – that all need to be converted in some form or fashion. For this series of posts, I will be migrating the Employee Manager Utility (EMU) from a Clarify desktop integration to a new feature for Dovetail Agent and Dovetail Admin. EMU is part of the Administration Series, and was last modified when Dovetail Software was still known as First Choice Software. The first things to do is to examine the Employee Manager Utility product. EMU is an administration tool that allows an administrator to associate employee properties (such as queues, office location, supervisor, and resource configuration) to a workgroup. New employees…

Manage Queue Membership: Making It Easier

July 1, 2008 Dovetail Software, Inc. recently recently received a request from one of our customers to make Queue Membership Management easier and more efficient to use. The screen image to the left shows the Manage Queues form in Dovetail Admin, Version 2.5. When a queue is selected at the top of the form, its current members and supervisors are displayed at the bottom right of the Membership tab. Adding or changing members and supervisors was done one by one, and with only the login name for each user to determine the identity of each user. The login names are unique, but it can be hard to tell users apart based on login name alone. The new requested functionality to make queue management easier includes adding the first and last name for each user, and allowing multiple users to be added or removed…

Manage Queue Membership: Behind the User Interface

The first step in making the changes was to add the first and last names to each of the membership grids. This simply required changing the data source for the user information from the user table to the empl_user view in both of the user grid pages. The grid_queue_mem.asp and grid_queue_mem2.asp pages each retrieve a list of records from the database, and build a table of user information from the results. Adding multi-select capability required much more change, so it was time to look for a better way to get the job done. This is where jQuery enters the picture. There is an excellent jQuery plugin available for grids, called jqGrid. There is a lot of capability available, and it allows us to simplify the code. In the previous version of the form shown above, there is an…

Notify the case owner when someone else logs a note to their case

May 7, 2008 In a previous post, we learned how to use a variable on either side of a business rule condition. Now, we'll create a business rule that uses this type of condition.User StoryWe'll start with a story:As a case owner, I want to be notified when someone else logs a note to my case, so that I can be kept informed of any activity on my cases.The business ruleHere's the business rule which satisfies the user story.Object Type: Case Rule Name/Description: Notify the owner when someone else logs a note to their case Start Events: Log Note Cancel Events: None Conditions: Logger != [Current Owner] Action Title: Notify Owner Who to Notify: [Current Owner] Start Action: 0 minutes From: Event Creation Using: Elapsed Time Repeat : Never Message:RE: A note was logged to [Object Type] [Object ID] by [Logger]A note was…

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