Tag: dovetail carrier

Introducing New Log Email Templates for Cases and Subcases

August 23, 2018 Traditionally, when sending an email out from within Dovetail Agent, (using the Log Email) function, the send_email_about_obj com_tmplte is used. The same email template is used for both cases and subcases. I've discussed this template in past posts: The "From" Address of a Log Email Include a URL to the case in outgoing emails Encouraging SelfService use - Include a link in outgoing emails Example send_email_about_obj template Here's an example of the template: TO: <FOCUS.recipient> CC: <FOCUS.cc_list> FR: <FOCUS.sender> RE: About Case <ADDITIONAL_INFO> : [Case Title] [Subcase Title] <FOCUS.message> Log Email API This template name is coded within the LogEmail API within the Dovetail SDK. We've recently made some enhancements to the LogEmail API to allow for different templates to be used between cases and subcases. We now support two new templates: send_email_about_case send_email_about_subcase send_email_about_case When performing a log…

Automatically routing cases using Dovetail Carrier’s AutoDest Toolkit Extension

August 15, 2018 Dovetail Carrier has a number of extensions that greatly enhance your Dovetail/Clarify system. One of the more recent extensions is the AutoDest Toolkit Extension. AutoDest Toolkit Extension This extension allows for automatically assigning or dispatching workflow objects based on an auto-destination rules. Typically, these messages will originate from Dovetail Rulemanager (such as from a business rule action), although they can also originate from custom applications as well. Example Message type=CallToolkit toolkit=AutoDest method=execute ObjectType=case Operation=DISPATCH Id=12345 This example would evaluate the DISPATCH auto-destination rule for case 12345, and if a destination queue is found, the case would be dispatched to that queue. Auto-Dest Rule Here's an example of an auto-destination rule: (calltype2gbst_elm:title = "Equipment Repair") -> "Equipment Repair"; (calltype2gbst_elm:title contains "Payroll" ) -> "Payroll"; (calltype2gbst_elm:title contains "Benefits" ) -> "Benefits"; (title contains "Benefits" ) -> "Benefits"; objid > 0 -> "Support…

Automatically Scheduling and Tracking Work Items

April 3, 2018 I recently heard a customer question regarding how to manage scheduled work - such as task-based initiatives that need to be done at specific times of the week, month or year. How could I setup a task based scheduling system where I could build out my list of tasks, the frequency, attach the job aide/work instructions, then have the system assign it to a specific queue when the time for the task to be done comes up. These would all be scheduled items. Once I set the frequency of the task, there would be an engine/function that would create these tasks. I would also like to be able to report on these tasks, if they were completed, etc. As I was thinking about this, I broke it down into a few items: How could we track/manage an individual piece of work? How…

How to Quickly Test Dovetail Carrier Messages

October 24, 2017 A common workflow is to have a business rule fire, and that business rule will send Dovetail Carrier a message. For example, when a customer updates a case via SelfService, we can have a business rule fire that sends an SDK Toolkit message to Carrier, and Carrier will change the case status to "Customer Update". Complete end-to-end Testing When I'm putting this all together, and testing it out, a full integration test would be to log into SelfService, and log a note to a case. That would cause Rulemanager to fire a business rule which would send the message to Carrier, then Carrier can do its thing. So I have multiple apps in play here: Dovetail Agent, for setting up the business rule Dovetail SelfService, which is how the customer updates a case Dovetail Rulemanager, which processes the business rule…

Introducing the Webhooks Extension in Dovetail Carrier

August 8, 2017 We recently added a new extension to Dovetail Carrier - a Webhooks Extension. What's a webhook?Webhooks are "user-defined HTTP callbacks". They are usually triggered by some event, such as pushing code to a repository or a comment being posted to a blog. When that event occurs, the source site makes an HTTP request to the URI configured for the webhook. Users can configure them to cause events on one site to invoke behavior on another. The action taken may be anything.This allows for making a web request based on an event within your Clarify/Dovetail system. A business rule can fire based on the event. Dovetail Rulemanager will evaluate the rule, and send a message to Dovetail Carrier. With the webhooks extension, that message can tell Carrier to make an HTTP request.When Carrier receives a message with a type of InvokeUrl, the…

Collecting In-App User Feedback in Dovetail Agent

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. Send Feedback Icon / Link in Dovetail Agent Clicking that opens a Send Feedback form. 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…

Action Items 101

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 BasicsAction 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. Action Item in Dovetail Agent You can use different action item types for different tasks, so you're not limited to a single use case for…

Free Collection of Business Rule Recipes

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 the button below to get free access.Access the Business…

How to Automate a Workflow Process by Combining function based Rule Properties and the SDK Toolkit extension

December 21, 2016 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 RuleHere’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 PropertyFollowing the examples, I can create my own function-based rule property.Given the child case objid, I…

Customer Success Story: custom workflow using the SDK Toolkit extension in Dovetail Carrier

November 14, 2016 Recently, I talked about the new SDK Toolkit Extension in Dovetail Carrier, which allows for executing methods within the Dovetail SDK Toolkits, without writing any code.I also discussed how I was able to remove some custom scripts from our own production environment, and replaced them with this new SDK Toolkit extension.I absolutely LOVE this new capability within the system, and I’m super excited to see how our customers use this power.I received an email from one of our customers this past week detailing how they’ve been able to take advantage of this new functionality.Just wanted to pass along that we implemented a biz rule action to call into the Support SDK directly in PROD. Pretty awesome stuff! Use case here is that an external process creates cases in our system via a sproc, but they wanted some additional controls as…