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Tag: how-to

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…

Finding a Business Rule based on its message

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: Email 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 Dovetail Agent - Query 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. Dovetail Agent - Query Results Clicking one of the results will take you to the Business Rule itself. [caption id="attachment_7594"…

How to Include Calculated Data in Query Results

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 query? SQL Views to…

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…

Customizing Dovetail Agent

November 18, 2016 Adding customizations in Dovetail Agent, as of version 13, incorporates numerous changes that make the application easier to customize and extend.Stepping through a simple example will demonstrate how those changes make it easy to add a customization. OverviewThis example shows a customization to enhance the console, adding some eye-catching color for Cases that have a severity level that needs attention. If a Case has a Medium severity, the row should be pink, orange for a High severity Case, and if a Case severity is Urgent, then make the row red.By default, all rows in the console have a white background, so adding some colors will make those cases stand out. Cases with severity levels below Medium will still have the white background. RoadmapTo accomplish this customization, the Cases with raised severity shown in the Case grid on the console need to have…

How To Query Case Activities in Dovetail Agent

November 14, 2016 I recently posted about how to Query Anything with Dovetail Agent. Specifically I showed how to setup a custom query for part inventory.In this post, we’ll look at creating a specialized flavor of a existing query.We have built-in query capabilities for work items (including cases), but instead, lets walk-through an example of allowing for querying on case activities.For example, show me how many cases were dispatched to the benefits queue in the last 90 days.For case activities, we’ll need to query the activity log (table_act_entry). In general, I discourage querying against this table using your online production database, as it’s typically the biggest table in the database, and queries against this table can adversely affect performance for everyone using the system. But, depending on your particular use case, your database, database size, database tuning, etc – this may be ok.You…

How to include a solution in a log email

September 27, 2016 Photo by @justmekirsty   When working a case, we can link a solution to the case, indicating that the given solution resolves the problem at hand. Now that we’ve linked it, we often want to email that solution to the customer. Using the Canned Responses feature within Dovetail Agent, this is easy to do. I see two options for how we could email the solution to the customer: Send the customer a link to the solution, which allows them to view it online in a Selfservice/WebSupport-type app Send the customer the actual solution content Lets look at how to do both of these options.   Admin Setup – Rule Properties The first thing we want to do is be sure that our Sys Admin has setup rule properties for the Linked Solution. Canned Responses uses these rule properties for resolving…

Making URLS in textboxes be clickable in the Clarify Classic Client

September 7, 2016 I was recently posed a question about how to make a URL in a textbox be automatically clickable. I’ve posted in the past about using hyperlinks in the Clarify Client, but this question was a bit different. For example, on the Account form in Clarify, there is a web site textbox. If you type in a URL in that textbox, it is automatically turned into a clickable hyperlink.   Lets say that you wanted to do something similar on a custom form. You add a textbox to the form, set its contextual object properly, type in a URL, and then – nothing. It’s not automagically converted into a hyperlink. What’s going on here?   Website control on the Account form What Clarify is doing on that website field on the account form is that they're actually using a multiline textbox…