\u00a0<\/p>
Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>\u00a0<\/p>
The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p>While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p>In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p>Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p>In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p><\/oembed><\/p>\u00a0<\/p>
Lastly before I sign off, a few additional points:<\/span><\/p>\ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement @Colin Crowley<\/user-mention><\/span>\u00a0and I.\u00a0<\/span><\/p>\ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p>\ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p>\ud83d\udea8If there are any pages that are broken, please alert @Kamakshi V<\/user-mention><\/span>\u00a0\u00a0or me and we will work to rectify as soon as possible.<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\u00a0<\/p>
Thanks for your patience and support as always.<\/span><\/p>\u00a0<\/p>
Best<\/p>
Ally<\/p>","id":32305,"featuredImage":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/7b6a7c39-0dc0-4c6e-80e9-8c999f8945d8_thumb.png","label":"Community News","replyCount":1,"views":97,"post":{"id":80461,"author":{"id":32014,"url":"\/members\/alyssia-correa-32014","name":"alyssia.correa","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/ba3dbeb8-0226-46ab-8699-0d19aadada93.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":6},"content":"
Hello Freshworks Community,\u00a0<\/span><\/p>\u00a0<\/p>
Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>\u00a0<\/p>
The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p>While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p>In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p>Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p>In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p><\/oembed><\/p>\u00a0<\/p>
Lastly before I sign off, a few additional points:<\/span><\/p>\ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement @Colin Crowley<\/user-mention><\/span>\u00a0and I.\u00a0<\/span><\/p>\ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p>\ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p>\ud83d\udea8If there are any pages that are broken, please alert @Kamakshi V<\/user-mention><\/span>\u00a0\u00a0or me and we will work to rectify as soon as possible.<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\u00a0<\/p>
Thanks for your patience and support as always.<\/span><\/p>\u00a0<\/p>
Best<\/p>
Ally<\/p>","url":"\/announcements-11308\/attention-please-maintenance-hours-for-freshworks-community-2-0-32305?postid=80461#post80461","creationDate":"2023-07-19T08:44:32+0000","relativeCreationDate":"2 days ago"},"contentType":"article","type":0,"likes":4,"hasCurrentUserLiked":false},"config":{"selectedTopic":{"url":"https:\/\/community.freshworks.com\/announcements-11308\/attention-please-maintenance-hours-for-freshworks-community-2-0-32305","title":"\ud83d\udea8 ATTENTION PLEASE!! \ud83d\udea8 Maintenance Hours for Freshworks Community 2.0 \u200b\u200b\u200b\u200b\u200b\u200b\u200b\ud83d\udd27","description":"
Hello Freshworks Community,\u00a0<\/span><\/p>\u00a0<\/p>
Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>\u00a0<\/p>
The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p>While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p>In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p>Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p>In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p><\/oembed><\/p>\u00a0<\/p>
Lastly before I sign off, a few additional points:<\/span><\/p>\ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement @Colin Crowley<\/user-mention><\/span>\u00a0and I.\u00a0<\/span><\/p>\ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p>\ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p>\ud83d\udea8If there are any pages that are broken, please alert @Kamakshi V<\/user-mention><\/span>\u00a0\u00a0or me and we will work to rectify as soon as possible.<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\u00a0<\/p>
Thanks for your patience and support as always.<\/span><\/p>\u00a0<\/p>
Best<\/p>
Ally<\/p>","id":32305,"featuredImage":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/7b6a7c39-0dc0-4c6e-80e9-8c999f8945d8_thumb.png","label":"Community News","replyCount":1,"views":97,"post":{"id":80461,"author":{"id":32014,"url":"\/members\/alyssia-correa-32014","name":"alyssia.correa","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/ba3dbeb8-0226-46ab-8699-0d19aadada93.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":6},"content":"
Hello Freshworks Community,\u00a0<\/span><\/p>\u00a0<\/p>
Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>\u00a0<\/p>
The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p>While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p>In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p>Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p>In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p><\/oembed><\/p>\u00a0<\/p>
Lastly before I sign off, a few additional points:<\/span><\/p>\ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement @Colin Crowley<\/user-mention><\/span>\u00a0and I.\u00a0<\/span><\/p>\ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p>\ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p>\ud83d\udea8If there are any pages that are broken, please alert @Kamakshi V<\/user-mention><\/span>\u00a0\u00a0or me and we will work to rectify as soon as possible.<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\u00a0<\/p>
Thanks for your patience and support as always.<\/span><\/p>\u00a0<\/p>
Best<\/p>
Ally<\/p>","url":"\/announcements-11308\/attention-please-maintenance-hours-for-freshworks-community-2-0-32305?postid=80461#post80461","creationDate":"2023-07-19T08:44:32+0000","relativeCreationDate":"2 days ago"},"contentType":"article","type":0,"likes":4,"hasCurrentUserLiked":false}},"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}}}">
Employee Onboarding
Using Freshservice
13 Topics
Hello Community,<\/p>We had\u00a0introduced hiring manager field in onboarding form, which is based on data source \u201call Users\u201d. as per our new requitement we want to send following notification mail to hiring manager when onboarding ticket raised in freshservice.<\/p>
\u201cHi <Hiring Manager>,<\/p>
We have received your onboarding request for <employee name> starting on <start date>.\u201d<\/p>
So to implement above requirement, we have created the workflow.but we are not sure how to fetch email address of hiring manager using\u00a0workflow.<\/p>
Could you please provide your solution\/view on the same?<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79103#post79103","creationDate":"2023-06-19T13:38:27+0000","relativeCreationDate":"1 month ago"},"isTopicUnread":true,"privateId":5986,"id":31524,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524","title":"Send email to hiring manager on closure of onboarding ticket.","lastPost":{"id":79890,"author":{"id":37078,"url":"\/members\/patrickmurphy-37078","name":"PatrickMurphy","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/2e4e5012-a2c4-4aa6-834a-b42a2436a7de.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":5},"content":"
In our onboarding form we ask for manager as a required field. This is a dropdown that uses data source All Users.<\/p>
Then in subsequent workflow actions we refer to the Service Request fields and get manager information. Since it is tied to the data source All users and you select a FreshService user it exposes ID, eMAIL and Name.\u00a0<\/p>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/5b2ea636-d969-4b45-8c1b-840f233fb314.png\")
<\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79890#post79890","creationDate":"2023-07-06T22:44:36+0000","relativeCreationDate":"14 days ago"},"lastReply":{"id":79890,"author":{"id":37078,"url":"\/members\/patrickmurphy-37078","name":"PatrickMurphy","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/2e4e5012-a2c4-4aa6-834a-b42a2436a7de.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":5},"content":"
In our onboarding form we ask for manager as a required field. This is a dropdown that uses data source All Users.<\/p>
Then in subsequent workflow actions we refer to the Service Request fields and get manager information. Since it is tied to the data source All users and you select a FreshService user it exposes ID, eMAIL and Name.\u00a0<\/p><\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79890#post79890","creationDate":"2023-07-06T22:44:36+0000","relativeCreationDate":"14 days ago"},"numberOfUnreadReplies":0,"numberOfReplies":4,"numberOfLikes":1,"relevantPost":{"id":79103,"author":{"id":44839,"url":"\/members\/shyam-dhande-44839","name":"Shyam Dhande","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hello Community,<\/p>
We had\u00a0introduced hiring manager field in onboarding form, which is based on data source \u201call Users\u201d. as per our new requitement we want to send following notification mail to hiring manager when onboarding ticket raised in freshservice.<\/p>
\u201cHi <Hiring Manager>,<\/p>
We have received your onboarding request for <employee name> starting on <start date>.\u201d<\/p>
So to implement above requirement, we have created the workflow.but we are not sure how to fetch email address of hiring manager using\u00a0workflow.<\/p>
Could you please provide your solution\/view on the same?<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79103#post79103","creationDate":"2023-06-19T13:38:27+0000","relativeCreationDate":"1 month ago"},"numberOfViews":40,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"79890"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Hi all!<\/p>We are just starting to use the onboarding module. In our case, HR fills in the employee details, and then the hiring manager selects the various items\/build kits.\u00a0<\/p>
From what I can gather, the tickets get opened under the HR person. Once the hiring manager completes the form, they are no longer kept informed of the status of the onboarding request.<\/p>
HR wants\u00a0to keep monitor all of the new hires (from submission to completion) to ensure they are ready for their first day), and the hiring manager as well for their specific hire(s).\u00a0<\/p>
How have you handled this?<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79036#post79036","creationDate":"2023-06-16T19:44:57+0000","relativeCreationDate":"1 month ago"},"isTopicUnread":true,"privateId":5964,"id":31490,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490","title":"Employee Onboarding - Hiring Manager Notifications","lastPost":{"id":79065,"author":{"id":37011,"url":"\/members\/mbronson-37011","name":"mbronson","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Thanks Michael.<\/p>
Appreciate the response. It has given me a few things to consider!\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79065#post79065","creationDate":"2023-06-18T13:47:59+0000","relativeCreationDate":"1 month ago"},"lastReply":{"id":79065,"author":{"id":37011,"url":"\/members\/mbronson-37011","name":"mbronson","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Thanks Michael.<\/p>
Appreciate the response. It has given me a few things to consider!\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79065#post79065","creationDate":"2023-06-18T13:47:59+0000","relativeCreationDate":"1 month ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":79036,"author":{"id":37011,"url":"\/members\/mbronson-37011","name":"mbronson","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi all!<\/p>
We are just starting to use the onboarding module. In our case, HR fills in the employee details, and then the hiring manager selects the various items\/build kits.\u00a0<\/p>
From what I can gather, the tickets get opened under the HR person. Once the hiring manager completes the form, they are no longer kept informed of the status of the onboarding request.<\/p>
HR wants\u00a0to keep monitor all of the new hires (from submission to completion) to ensure they are ready for their first day), and the hiring manager as well for their specific hire(s).\u00a0<\/p>
How have you handled this?<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79036#post79036","creationDate":"2023-06-16T19:44:57+0000","relativeCreationDate":"1 month ago"},"numberOfViews":41,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"79065"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Hi all,<\/p>I would like to see only tickets having to do with Source=Onboarding.\u00a0 So does the filter not allow that for some reason?\u00a0\u00a0<\/p>
\u00a0<\/p>
\u00a0<\/p>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/68046684-08ae-462b-8a43-0866c1abd625.png\")
<\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78711#post78711","creationDate":"2023-06-07T14:51:26+0000","relativeCreationDate":"1 month ago"},"isTopicUnread":true,"privateId":5889,"id":31344,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344","title":"FreshService -- No Source filter for Onboarding?","lastPost":{"id":78774,"author":{"id":40135,"url":"\/members\/lucashansson-40135","name":"LucasHansson","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f6f74b50-73e1-41d0-897d-63f6dc0319fb.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":"
I would check the ticket fields field manager to see if it\u2019s enabled<\/p>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/92e6b30d-2694-4884-b179-4d5d5410938d.png\")
<\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78774#post78774","creationDate":"2023-06-09T12:06:54+0000","relativeCreationDate":"1 month ago"},"lastReply":{"id":78774,"author":{"id":40135,"url":"\/members\/lucashansson-40135","name":"LucasHansson","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f6f74b50-73e1-41d0-897d-63f6dc0319fb.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":"
I would check the ticket fields field manager to see if it\u2019s enabled<\/p><\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78774#post78774","creationDate":"2023-06-09T12:06:54+0000","relativeCreationDate":"1 month ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":78711,"author":{"id":44471,"url":"\/members\/joes-44471","name":"JoeS","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/26bd697c-e886-4d56-b113-47789a444618.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"
Hi all,<\/p>
I would like to see only tickets having to do with Source=Onboarding.\u00a0 So does the filter not allow that for some reason?\u00a0\u00a0<\/p>
\u00a0<\/p>
\u00a0<\/p><\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78711#post78711","creationDate":"2023-06-07T14:51:26+0000","relativeCreationDate":"1 month ago"},"numberOfViews":22,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"78774"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Hello! I am trying to get the Onboarding form working for our users to use, but I am running into an issue that I would like to resolve before rolling it out. Once someone submits a request, they are directed to the ticket page and a ticket is created in our system. However, it they go to the Main portal home page and click on Onboarding requests, it says \u201cEveryone\u2019s on board!\u201d and it does not show their submission, despite the fact that it is open. However, if they go to\u00a0https:\/\/domainname.freshservice.com\/support\/employee_onboarding<\/a>\u00a0and click on Request in Progress, it shows up there. I think this behavior\u00a0would be very confusing to our users, so I\u2019d like to know how to resolve it before rolling it out.<\/p>How do we make onboarding requests show up on the main portal page?<\/p>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/950fc8f8-5b2f-4e02-835c-679babc5b440.png\")
<\/figure>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/33bfd2c4-297e-4cbb-b642-c9b4787354a5.png\")
<\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=77139#post77139","creationDate":"2023-05-02T11:32:30+0000","relativeCreationDate":"2 months ago"},"isTopicUnread":true,"privateId":5539,"id":30690,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690","title":"Submission requests not showing under Onboarding Requests?","lastPost":{"id":78384,"author":{"id":37818,"url":"\/members\/wawpf-37818","name":"WAWPF","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":"\tHi\u00a0@WAWPF<\/user-mention>\u00a0
\tThis is the current functionality on Freshservice portal.
\tOnce the requestor submits the request and if there is an approval process involved (before ticket creation) and is pending for approval, then\u00a0it will show up on home page (bottom) under Onboarding requests.
\tBut if the tickets are already created on helpdesk, then it will not show up on home page and rather the requestor has to go the option\u00a0Employee onboarding\u00a0<\/strong>and then check ongoing requests under Request in progress<\/strong>.<\/p>\t<\/div><\/content-quote>Okay, so it only shows up if there if approval is needed, otherwise it goes to that other menu, is that correct? Could there be any way to change this behavior? Either by tweaking a setting or by submitting a feature request?<\/p>
\u00a0<\/p>
Thanks! :)<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=78384#post78384","creationDate":"2023-05-30T11:51:20+0000","relativeCreationDate":"1 month ago"},"lastReply":{"id":78384,"author":{"id":37818,"url":"\/members\/wawpf-37818","name":"WAWPF","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":"\tHi\u00a0@WAWPF<\/user-mention>\u00a0
\tThis is the current functionality on Freshservice portal.
\tOnce the requestor submits the request and if there is an approval process involved (before ticket creation) and is pending for approval, then\u00a0it will show up on home page (bottom) under Onboarding requests.
\tBut if the tickets are already created on helpdesk, then it will not show up on home page and rather the requestor has to go the option\u00a0Employee onboarding\u00a0<\/strong>and then check ongoing requests under Request in progress<\/strong>.<\/p>\t<\/div><\/content-quote>Okay, so it only shows up if there if approval is needed, otherwise it goes to that other menu, is that correct? Could there be any way to change this behavior? Either by tweaking a setting or by submitting a feature request?<\/p>
\u00a0<\/p>
Thanks! :)<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=78384#post78384","creationDate":"2023-05-30T11:51:20+0000","relativeCreationDate":"1 month ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":77139,"author":{"id":37818,"url":"\/members\/wawpf-37818","name":"WAWPF","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":"
Hello! I am trying to get the Onboarding form working for our users to use, but I am running into an issue that I would like to resolve before rolling it out. Once someone submits a request, they are directed to the ticket page and a ticket is created in our system. However, it they go to the Main portal home page and click on Onboarding requests, it says \u201cEveryone\u2019s on board!\u201d and it does not show their submission, despite the fact that it is open. However, if they go to\u00a0https:\/\/domainname.freshservice.com\/support\/employee_onboarding<\/a>\u00a0and click on Request in Progress, it shows up there. I think this behavior\u00a0would be very confusing to our users, so I\u2019d like to know how to resolve it before rolling it out.<\/p>How do we make onboarding requests show up on the main portal page?<\/p><\/figure><\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=77139#post77139","creationDate":"2023-05-02T11:32:30+0000","relativeCreationDate":"2 months ago"},"numberOfViews":31,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"78384"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Hello,<\/p>My onboarding is working and creating a user in the correct OU in AD. It also fills in most of their information. However, for the \u201cmanager\u201d field, if I use their John Doe name it won\u2019t work and throws an error saying that it can\u2019t find such a name. If I use JDoe it works fine, but this field pulls from Freshservice a list of all the managers and is a dropdown on the onboarding form. I\u2019m not sure why it\u2019s not working, because the full name is the distinguished name.<\/p>
\u00a0<\/p>
In other words, only the SAM account name will work in that field, not the actual name. What am I doing wrong?<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77246#post77246","creationDate":"2023-05-03T22:34:02+0000","relativeCreationDate":"2 months ago"},"isTopicUnread":true,"privateId":5558,"id":30749,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749","title":"Employee Onboarding Manager field to Microsoft AD","lastPost":{"id":77350,"author":{"id":42946,"url":"\/members\/gerald-42946","name":"Gerald","avatar":"","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":"\tHello\u00a0@Gerald<\/user-mention>, I\u2019m confident we can find a solution that won\u2019t require you to have your managers enter additional information. Can you give us a little more regarding what the current Manager Field is? Is it a data sourced drop down? or just a text field? Can you share a screenshot of maybe a mock value it gives?<\/p>\t<\/div><\/content-quote>Hi Zachary,<\/p>
\u00a0<\/p>
This is the Freshservice onboarding module. The HR form automatically adds a \u201cManager\u201d field so that the manager can receive an email for the onboarding request. The way that field is outputted appears to be John Doe (Me) <jdoe@corp.com. I created a separate field on the onboarding form called User Name with it really being the SAMAccountName.<\/p>
\u00a0<\/p>
There was no way I could see to pull the SAM name from\u00a0{{ticket.onboarding_request.actor_1.actor_2}} because it is just a full name. I even tried to add an extra step to get username from email address but that has the same issue. There\u2019s no liquid code that I can find which will extract the correct info.<\/p>
\u00a0<\/p>
I get an error in Workflow Automator which says \u201cNo identity with the name John Doe found\u201d and I get a 400 error or 401, can\u2019t recall. If I use the SAM name, works fine, and adding that extra field let it work. I sort of gave up.<\/p>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/da5b43b8-51ac-42ff-8acd-d5cb701e6e3d.png\")
<\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77350#post77350","creationDate":"2023-05-05T19:04:45+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77350,"author":{"id":42946,"url":"\/members\/gerald-42946","name":"Gerald","avatar":"","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":"\tHello\u00a0@Gerald<\/user-mention>, I\u2019m confident we can find a solution that won\u2019t require you to have your managers enter additional information. Can you give us a little more regarding what the current Manager Field is? Is it a data sourced drop down? or just a text field? Can you share a screenshot of maybe a mock value it gives?<\/p>\t<\/div><\/content-quote>Hi Zachary,<\/p>
\u00a0<\/p>
This is the Freshservice onboarding module. The HR form automatically adds a \u201cManager\u201d field so that the manager can receive an email for the onboarding request. The way that field is outputted appears to be John Doe (Me) <jdoe@corp.com. I created a separate field on the onboarding form called User Name with it really being the SAMAccountName.<\/p>
\u00a0<\/p>
There was no way I could see to pull the SAM name from\u00a0{{ticket.onboarding_request.actor_1.actor_2}} because it is just a full name. I even tried to add an extra step to get username from email address but that has the same issue. There\u2019s no liquid code that I can find which will extract the correct info.<\/p>
\u00a0<\/p>
I get an error in Workflow Automator which says \u201cNo identity with the name John Doe found\u201d and I get a 400 error or 401, can\u2019t recall. If I use the SAM name, works fine, and adding that extra field let it work. I sort of gave up.<\/p><\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77350#post77350","creationDate":"2023-05-05T19:04:45+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":7,"numberOfLikes":1,"relevantPost":{"id":77246,"author":{"id":42946,"url":"\/members\/gerald-42946","name":"Gerald","avatar":"","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":"
Hello,<\/p>
My onboarding is working and creating a user in the correct OU in AD. It also fills in most of their information. However, for the \u201cmanager\u201d field, if I use their John Doe name it won\u2019t work and throws an error saying that it can\u2019t find such a name. If I use JDoe it works fine, but this field pulls from Freshservice a list of all the managers and is a dropdown on the onboarding form. I\u2019m not sure why it\u2019s not working, because the full name is the distinguished name.<\/p>
\u00a0<\/p>
In other words, only the SAM account name will work in that field, not the actual name. What am I doing wrong?<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77246#post77246","creationDate":"2023-05-03T22:34:02+0000","relativeCreationDate":"2 months ago"},"numberOfViews":83,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"77350"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Hello,<\/p>I have two problems with employee onboarding.<\/p>
\u00a0<\/p>
I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p>
\u00a0<\/p>
{{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p>
{{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p>
\u00a0<\/p>
Any reason these placeholders are not showing up in the workflow automations?<\/p>
\u00a0<\/p>
Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77234#post77234","creationDate":"2023-05-03T15:10:06+0000","relativeCreationDate":"2 months ago"},"isTopicUnread":true,"privateId":5556,"id":30742,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742","title":"Employee Onboarding Placeholders and Emails","lastPost":{"id":77255,"author":{"id":35521,"url":"\/members\/daniel-soederlund-35521","name":"Daniel S\u00f6derlund","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9d887816-aa69-45ef-9d3c-98feb637f3da.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":7},"content":"\tHello,<\/p>\t
I have two problems with employee onboarding.<\/p>\t
\u00a0<\/p>\t
I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p>\t
\u00a0<\/p>\t
{{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p>\t
{{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p>\t
\u00a0<\/p>\t
Any reason these placeholders are not showing up in the workflow automations?<\/p>\t
\u00a0<\/p>\t
Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p>\t
\u00a0<\/p>\t<\/div><\/content-quote>
Checked I can\u2019t see PH for\u00a0paragraph fields. Strange\u00a0 never thought of it as it works for\u00a0SR and INC fields\u00a0
You need to add the fields in the Create ticket section. Then will the Data be passed to next ticket.\u00a0<\/p>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/7db21b6f-ea81-4317-9f06-a554c03d7e1e.png\")
<\/figure>\u00a0<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77255#post77255","creationDate":"2023-05-04T06:02:40+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77255,"author":{"id":35521,"url":"\/members\/daniel-soederlund-35521","name":"Daniel S\u00f6derlund","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9d887816-aa69-45ef-9d3c-98feb637f3da.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":7},"content":"\tHello,<\/p>\t
I have two problems with employee onboarding.<\/p>\t
\u00a0<\/p>\t
I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p>\t
\u00a0<\/p>\t
{{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p>\t
{{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p>\t
\u00a0<\/p>\t
Any reason these placeholders are not showing up in the workflow automations?<\/p>\t
\u00a0<\/p>\t
Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p>\t
\u00a0<\/p>\t<\/div><\/content-quote>
Checked I can\u2019t see PH for\u00a0paragraph fields. Strange\u00a0 never thought of it as it works for\u00a0SR and INC fields\u00a0
You need to add the fields in the Create ticket section. Then will the Data be passed to next ticket.\u00a0<\/p><\/figure>\u00a0<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77255#post77255","creationDate":"2023-05-04T06:02:40+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":77234,"author":{"id":36811,"url":"\/members\/michaelmartel-36811","name":"michaelmartel","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/053ab7a3-8a81-4fc7-ab22-d726c46a0c5e.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":"
Hello,<\/p>
I have two problems with employee onboarding.<\/p>
\u00a0<\/p>
I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p>
\u00a0<\/p>
{{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p>
{{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p>
\u00a0<\/p>
Any reason these placeholders are not showing up in the workflow automations?<\/p>
\u00a0<\/p>
Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77234#post77234","creationDate":"2023-05-03T15:10:06+0000","relativeCreationDate":"2 months ago"},"numberOfViews":52,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"77255"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
i am wondering, in some tools i used before an agent had the possibility to set a ticket as a potential P1 or P2 that triggerd a com to the assigned team (linked to the category) and incident MGMT as a potential P1 or P2 was there and the ticket had to be approved by them before taking the priority, would this be possible in fresh?<\/p>","url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311?postid=76180#post76180","creationDate":"2023-04-05T08:36:47+0000","relativeCreationDate":"3 months ago"},"isTopicUnread":true,"privateId":5342,"id":30311,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311","title":"P1 candidates or P2 candidates","lastPost":{"id":76199,"author":{"id":20435,"url":"\/members\/keefe-andrews-20435","name":"keefe.andrews","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/df5e60de-d140-4caf-8eb7-00fcffc6ff9f.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":6},"content":"Yes, I think with the use of the workflow Automator you can set a trigger upon ticket update and have the condition match the severity of the ticket and then send the approval email based on how you filter it. The below is just a POC example in a very simple layout.
\u00a0<\/p>![\"//m.teammarx.com/community/\"](\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/11f65261-a8b4-49c8-93ea-99f1ce52064e.png\")
<\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311?postid=76199#post76199","creationDate":"2023-04-05T14:26:54+0000","relativeCreationDate":"3 months ago"},"lastReply":{"id":76199,"author":{"id":20435,"url":"\/members\/keefe-andrews-20435","name":"keefe.andrews","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/df5e60de-d140-4caf-8eb7-00fcffc6ff9f.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":6},"content":"
Yes, I think with the use of the workflow Automator you can set a trigger upon ticket update and have the condition match the severity of the ticket and then send the approval email based on how you filter it. The below is just a POC example in a very simple layout.
\u00a0<\/p><\/figure>\u00a0<\/p>","url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311?postid=76199#post76199","creationDate":"2023-04-05T14:26:54+0000","relativeCreationDate":"3 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":1,"relevantPost":{"id":76180,"author":{"id":41614,"url":"\/members\/bartvb-41614","name":"BartVB","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":"
i am wondering, in some tools i used before an agent had the possibility to set a ticket as a potential P1 or P2 that triggerd a com to the assigned team (linked to the category) and incident MGMT as a potential P1 or P2 was there and the ticket had to be approved by them before taking the priority, would this be possible in fresh?<\/p>","url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311?postid=76180#post76180","creationDate":"2023-04-05T08:36:47+0000","relativeCreationDate":"3 months ago"},"numberOfViews":37,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"76199"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Hello,\u00a0<\/p>I have a customer that uses the onboard module and works fine but they have issue where departments are depending on each others.\u00a0<\/p>
I know you can setup predecessor ticket but some tickets are depending on 2 predecessor tickets.\u00a0
Example: First group creates a User sign in ID second group creates phone number. There a ticket that is successor to the first ticket(Create user sign in ID) to enable OTP but they need the phone number and User ID. The customer has custom ticket fields to share data between tickets but can only done to parent via API or successor via Action node.\u00a0<\/p>
\u00a0
Don\u2019t want to set the ID ticket successor to the Phone numer ticket.\u00a0<\/p>
\u00a0<\/p>
Any ideas on this ?\u00a0<\/p>
\u00a0<\/p>
\/\/Daniel\u00a0<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=72955#post72955","creationDate":"2023-03-01T12:32:26+0000","relativeCreationDate":"4 months ago"},"isTopicUnread":true,"privateId":4525,"id":28581,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581","title":"Onboarding - share information between tickets","lastPost":{"id":73245,"author":{"id":35611,"url":"\/members\/ammar-kb-35611","name":"Ammar KB","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":4},"content":"
Hi @daniel.soderlund<\/user-mention>\u00a0,<\/p>Hope you are well, Apologies for the delay in reaching out to you.<\/p>
I understood the use-case thoroughly but I\u2019m afraid I couldn\u2019t come with something good on this, the only way I think would be to use API via\u00a0Parent Ticket. Apologies as I wasn\u2019t of much help here. If we had a way to pass the data from 1 ticket to another(sibling)tickets which are linked to 1 parent, It would be useful here. Perhaps this can be taken as a Feature Request. If you could raise a ticket with us on this. We can have this taken as a Feature Request and based on the number of requests we receive and technical feasibility of this request. We can align this to our Roadmap.<\/p>
\u00a0<\/p>
Thanks for elaborating your use-case. Perhaps if others have a better solution or a way to have this implemented. We are open to answers. Have a great week!\ud83d\ude00\u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=73245#post73245","creationDate":"2023-03-09T10:28:48+0000","relativeCreationDate":"4 months ago"},"lastReply":{"id":73245,"author":{"id":35611,"url":"\/members\/ammar-kb-35611","name":"Ammar KB","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":4},"content":"
Hi @daniel.soderlund<\/user-mention>\u00a0,<\/p>Hope you are well, Apologies for the delay in reaching out to you.<\/p>
I understood the use-case thoroughly but I\u2019m afraid I couldn\u2019t come with something good on this, the only way I think would be to use API via\u00a0Parent Ticket. Apologies as I wasn\u2019t of much help here. If we had a way to pass the data from 1 ticket to another(sibling)tickets which are linked to 1 parent, It would be useful here. Perhaps this can be taken as a Feature Request. If you could raise a ticket with us on this. We can have this taken as a Feature Request and based on the number of requests we receive and technical feasibility of this request. We can align this to our Roadmap.<\/p>
\u00a0<\/p>
Thanks for elaborating your use-case. Perhaps if others have a better solution or a way to have this implemented. We are open to answers. Have a great week!\ud83d\ude00\u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=73245#post73245","creationDate":"2023-03-09T10:28:48+0000","relativeCreationDate":"4 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":2,"relevantPost":{"id":72955,"author":{"id":35521,"url":"\/members\/daniel-soederlund-35521","name":"Daniel S\u00f6derlund","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9d887816-aa69-45ef-9d3c-98feb637f3da.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":7},"content":"
Hello,\u00a0<\/p>
I have a customer that uses the onboard module and works fine but they have issue where departments are depending on each others.\u00a0<\/p>
I know you can setup predecessor ticket but some tickets are depending on 2 predecessor tickets.\u00a0
Example: First group creates a User sign in ID second group creates phone number. There a ticket that is successor to the first ticket(Create user sign in ID) to enable OTP but they need the phone number and User ID. The customer has custom ticket fields to share data between tickets but can only done to parent via API or successor via Action node.\u00a0<\/p>
\u00a0
Don\u2019t want to set the ID ticket successor to the Phone numer ticket.\u00a0<\/p>
\u00a0<\/p>
Any ideas on this ?\u00a0<\/p>
\u00a0<\/p>
\/\/Daniel\u00a0<\/p>
\u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=72955#post72955","creationDate":"2023-03-01T12:32:26+0000","relativeCreationDate":"4 months ago"},"numberOfViews":47,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"73245"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Trying to automate our onboarding but having an absolute nightmare with it.<\/p>\u00a0<\/p>
I\u2019ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.<\/p>
It obviously works manually, so I don\u2019t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.<\/p>
Any ideas please?<\/p>
Thanks<\/p>
Miranda<\/p>","url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560?postid=72904#post72904","creationDate":"2023-02-28T15:01:42+0000","relativeCreationDate":"4 months ago"},"isTopicUnread":true,"privateId":4516,"id":28560,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560","title":"Bulk Onboarding csv","lastPost":{"id":72904,"author":{"id":32080,"url":"\/members\/miranda-a-32080","name":"miranda-a","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":1},"content":"
Trying to automate our onboarding but having an absolute nightmare with it.<\/p>
\u00a0<\/p>
I\u2019ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.<\/p>
It obviously works manually, so I don\u2019t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.<\/p>
Any ideas please?<\/p>
Thanks<\/p>
Miranda<\/p>","url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560?postid=72904#post72904","creationDate":"2023-02-28T15:01:42+0000","relativeCreationDate":"4 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":0,"relevantPost":{"id":72904,"author":{"id":32080,"url":"\/members\/miranda-a-32080","name":"miranda-a","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":1},"content":"
Trying to automate our onboarding but having an absolute nightmare with it.<\/p>
\u00a0<\/p>
I\u2019ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.<\/p>
It obviously works manually, so I don\u2019t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.<\/p>
Any ideas please?<\/p>
Thanks<\/p>
Miranda<\/p>","url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560?postid=72904#post72904","creationDate":"2023-02-28T15:01:42+0000","relativeCreationDate":"4 months ago"},"numberOfViews":35,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"72904"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Hi Team,<\/p>Currently, our on-boarding form is\u2026 an e-mail.<\/p>
There are a lot of fields in it, some answers should be conditional, depending on previous fields, some fields should be dynamic dropdown lists (e.g. who will be the manager? Which will be the department) where choices come from external systems, etc.<\/p>
Obviously, I would like to create something better than an email where I can make no control (and most of the time, forms are incomplete, incoherent...) but I found no way to build directly in Freshservice such complex forms\u2026<\/p>
So, imagine I would be able to construct some external services that dynamically builds an html+js form, how could I integrate it to Freshservice so that I could activate all the automation power of Freshservice to create AD records, sub-tickets and so on for our onboarding process?<\/p>
Thank you for your ideas!<\/p>
J\u00e9r\u00f4me<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72222#post72222","creationDate":"2023-02-10T09:18:28+0000","relativeCreationDate":"5 months ago"},"isTopicUnread":true,"privateId":4373,"id":28294,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294","title":"Extra complex on-boarding form","lastPost":{"id":72263,"author":{"id":39007,"url":"\/members\/jerome-de-lagausie-39007","name":"J\u00e9r\u00f4me de Lagausie","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c8651dd6-f8e8-40df-8f28-8579b622dd59.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":1},"content":"
Thanks @afaultey and @PatrickMurphy for your sharing \ud83d\udc4d
I\u2019m going to start building a v0 to see where I\u2019m going and if I need additional help.<\/p>
Other readers: don\u2019t hesitate to share your thoughts, too \ud83d\ude09<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72263#post72263","creationDate":"2023-02-10T15:46:04+0000","relativeCreationDate":"5 months ago"},"lastReply":{"id":72263,"author":{"id":39007,"url":"\/members\/jerome-de-lagausie-39007","name":"J\u00e9r\u00f4me de Lagausie","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c8651dd6-f8e8-40df-8f28-8579b622dd59.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":1},"content":"
Thanks @afaultey and @PatrickMurphy for your sharing \ud83d\udc4d
I\u2019m going to start building a v0 to see where I\u2019m going and if I need additional help.<\/p>
Other readers: don\u2019t hesitate to share your thoughts, too \ud83d\ude09<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72263#post72263","creationDate":"2023-02-10T15:46:04+0000","relativeCreationDate":"5 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":1,"relevantPost":{"id":72222,"author":{"id":39007,"url":"\/members\/jerome-de-lagausie-39007","name":"J\u00e9r\u00f4me de Lagausie","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c8651dd6-f8e8-40df-8f28-8579b622dd59.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":1},"content":"
Hi Team,<\/p>
Currently, our on-boarding form is\u2026 an e-mail.<\/p>
There are a lot of fields in it, some answers should be conditional, depending on previous fields, some fields should be dynamic dropdown lists (e.g. who will be the manager? Which will be the department) where choices come from external systems, etc.<\/p>
Obviously, I would like to create something better than an email where I can make no control (and most of the time, forms are incomplete, incoherent...) but I found no way to build directly in Freshservice such complex forms\u2026<\/p>
So, imagine I would be able to construct some external services that dynamically builds an html+js form, how could I integrate it to Freshservice so that I could activate all the automation power of Freshservice to create AD records, sub-tickets and so on for our onboarding process?<\/p>
Thank you for your ideas!<\/p>
J\u00e9r\u00f4me<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72222#post72222","creationDate":"2023-02-10T09:18:28+0000","relativeCreationDate":"5 months ago"},"numberOfViews":61,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"72263"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
I\u2019m investigating the employee onboarding module in Freshservice, and I\u2019m wondering how it deals with changes in information. Here\u2019s an example of what I mean:<\/p>Let\u2019s say we have an onboarding form with two fields,\u00a0both text fields. * marks fields that are required:<\/p>
- Name*<\/li>\t
- Bank Account Number<\/li><\/ul>
And let\u2019s say there are two\u00a0child tickets created. The second one depends on the first being completed:<\/p>
- \u201cCreate computer account\u201d (includes the \u201cName\u201d\u00a0field)\t
- \u201cAdd user to employee database\u201d (includes the \u201cBank Account Number\u201d field)<\/li>\t<\/ul><\/li><\/ul>
Let\u2019s pretend that the employee doesn\u2019t have a bank account number NOW, but will before they start, and let\u2019s also pretend that HR typed the employee\u2019s name wrong.<\/p>
My questions are:<\/p>
- Can HR go in and change the spelling of the name after the fact?<\/li>\t
- If they can<\/em> change the form, what happens to the child tickets?\t
- Does the Name field update in the ticket to show the correct name?<\/li>\t\t
- Is the assignee of the \u201cCreate computer account\u201d ticket notified that a change was made?<\/li>\t<\/ul><\/li>\t
- If HR can\u2019t <\/em><\/strong>update the form, what\u2019s the best way to handle these situations? Because there will be plenty of instances where we don\u2019t have all the information we need NOW, but will in a week or so, and we don\u2019t want to hold up the process simply because the new employee\u00a0is still waiting for a piece of information to arrive (e.g. the results of a background check)<\/li>\t
- Is the \u201cadd user to employee database\u201d ticket created even if a Bank Account Number is not entered?<\/li>\t
- Can the person who is dealing with the \u201cCreate computer account\u201d add the employee\u2019s username somewhere so that it can be used in\u00a0 the \u201cAdd user to employee database\u201d ticket?\t
While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p> In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p> Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p> In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p> \u00a0<\/p> Lastly before I sign off, a few additional points:<\/span><\/p> \ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement \ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p> \ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p> \ud83d\udea8If there are any pages that are broken, please alert \u00a0<\/p> Thanks for your patience and support as always.<\/span><\/p> \u00a0<\/p> Best<\/p> Ally<\/p>","id":32305,"featuredImage":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/7b6a7c39-0dc0-4c6e-80e9-8c999f8945d8_thumb.png","label":"Community News","replyCount":1,"views":97,"post":{"id":80461,"author":{"id":32014,"url":"\/members\/alyssia-correa-32014","name":"alyssia.correa","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/ba3dbeb8-0226-46ab-8699-0d19aadada93.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":6},"content":" Hello Freshworks Community,\u00a0<\/span><\/p> \u00a0<\/p> \u00a0<\/p> The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p> While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p> In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p> Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p> In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p> \u00a0<\/p> Lastly before I sign off, a few additional points:<\/span><\/p> \ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement \ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p> \ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p> \ud83d\udea8If there are any pages that are broken, please alert \u00a0<\/p> Thanks for your patience and support as always.<\/span><\/p> \u00a0<\/p> Best<\/p> Ally<\/p>","url":"\/announcements-11308\/attention-please-maintenance-hours-for-freshworks-community-2-0-32305?postid=80461#post80461","creationDate":"2023-07-19T08:44:32+0000","relativeCreationDate":"2 days ago"},"contentType":"article","type":0,"likes":4,"hasCurrentUserLiked":false},"config":{"selectedTopic":{"url":"https:\/\/community.freshworks.com\/announcements-11308\/attention-please-maintenance-hours-for-freshworks-community-2-0-32305","title":"\ud83d\udea8 ATTENTION PLEASE!! \ud83d\udea8 Maintenance Hours for Freshworks Community 2.0 \u200b\u200b\u200b\u200b\u200b\u200b\u200b\ud83d\udd27","description":" Hello Freshworks Community,\u00a0<\/span><\/p> \u00a0<\/p> \u00a0<\/p> The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p> While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p> In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p> Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p> In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p> \u00a0<\/p> Lastly before I sign off, a few additional points:<\/span><\/p> \ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement \ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p> \ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p> \ud83d\udea8If there are any pages that are broken, please alert \u00a0<\/p> Thanks for your patience and support as always.<\/span><\/p> \u00a0<\/p> Best<\/p> Ally<\/p>","id":32305,"featuredImage":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/7b6a7c39-0dc0-4c6e-80e9-8c999f8945d8_thumb.png","label":"Community News","replyCount":1,"views":97,"post":{"id":80461,"author":{"id":32014,"url":"\/members\/alyssia-correa-32014","name":"alyssia.correa","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/ba3dbeb8-0226-46ab-8699-0d19aadada93.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":6},"content":" Hello Freshworks Community,\u00a0<\/span><\/p> \u00a0<\/p> \u00a0<\/p> The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p> While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p> In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p> Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p> In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p> \u00a0<\/p> Lastly before I sign off, a few additional points:<\/span><\/p> \ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. We will soon share a form <\/strong>here so we can hear from you. This will be directly\u00a0 \u00a0 \u00a0 \u00a0reviewed by our Senior Director of Customer Engagement \ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p> \ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p> \ud83d\udea8If there are any pages that are broken, please alert \u00a0<\/p> Thanks for your patience and support as always.<\/span><\/p> \u00a0<\/p> Best<\/p> Ally<\/p>","url":"\/announcements-11308\/attention-please-maintenance-hours-for-freshworks-community-2-0-32305?postid=80461#post80461","creationDate":"2023-07-19T08:44:32+0000","relativeCreationDate":"2 days ago"},"contentType":"article","type":0,"likes":4,"hasCurrentUserLiked":false}},"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}}}">
Using Freshservice We had\u00a0introduced hiring manager field in onboarding form, which is based on data source \u201call Users\u201d. as per our new requitement we want to send following notification mail to hiring manager when onboarding ticket raised in freshservice.<\/p> \u201cHi <Hiring Manager>,<\/p> We have received your onboarding request for <employee name> starting on <start date>.\u201d<\/p> So to implement above requirement, we have created the workflow.but we are not sure how to fetch email address of hiring manager using\u00a0workflow.<\/p> Could you please provide your solution\/view on the same?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79103#post79103","creationDate":"2023-06-19T13:38:27+0000","relativeCreationDate":"1 month ago"},"isTopicUnread":true,"privateId":5986,"id":31524,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524","title":"Send email to hiring manager on closure of onboarding ticket.","lastPost":{"id":79890,"author":{"id":37078,"url":"\/members\/patrickmurphy-37078","name":"PatrickMurphy","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/2e4e5012-a2c4-4aa6-834a-b42a2436a7de.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":5},"content":" In our onboarding form we ask for manager as a required field. This is a dropdown that uses data source All Users.<\/p> Then in subsequent workflow actions we refer to the Service Request fields and get manager information. Since it is tied to the data source All users and you select a FreshService user it exposes ID, eMAIL and Name.\u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79890#post79890","creationDate":"2023-07-06T22:44:36+0000","relativeCreationDate":"14 days ago"},"lastReply":{"id":79890,"author":{"id":37078,"url":"\/members\/patrickmurphy-37078","name":"PatrickMurphy","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/2e4e5012-a2c4-4aa6-834a-b42a2436a7de.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":5},"content":" In our onboarding form we ask for manager as a required field. This is a dropdown that uses data source All Users.<\/p> Then in subsequent workflow actions we refer to the Service Request fields and get manager information. Since it is tied to the data source All users and you select a FreshService user it exposes ID, eMAIL and Name.\u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79890#post79890","creationDate":"2023-07-06T22:44:36+0000","relativeCreationDate":"14 days ago"},"numberOfUnreadReplies":0,"numberOfReplies":4,"numberOfLikes":1,"relevantPost":{"id":79103,"author":{"id":44839,"url":"\/members\/shyam-dhande-44839","name":"Shyam Dhande","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Hello Community,<\/p> We had\u00a0introduced hiring manager field in onboarding form, which is based on data source \u201call Users\u201d. as per our new requitement we want to send following notification mail to hiring manager when onboarding ticket raised in freshservice.<\/p> \u201cHi <Hiring Manager>,<\/p> We have received your onboarding request for <employee name> starting on <start date>.\u201d<\/p> So to implement above requirement, we have created the workflow.but we are not sure how to fetch email address of hiring manager using\u00a0workflow.<\/p> Could you please provide your solution\/view on the same?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/send-email-to-hiring-manager-on-closure-of-onboarding-ticket-31524?postid=79103#post79103","creationDate":"2023-06-19T13:38:27+0000","relativeCreationDate":"1 month ago"},"numberOfViews":40,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"79890"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
We are just starting to use the onboarding module. In our case, HR fills in the employee details, and then the hiring manager selects the various items\/build kits.\u00a0<\/p> From what I can gather, the tickets get opened under the HR person. Once the hiring manager completes the form, they are no longer kept informed of the status of the onboarding request.<\/p> HR wants\u00a0to keep monitor all of the new hires (from submission to completion) to ensure they are ready for their first day), and the hiring manager as well for their specific hire(s).\u00a0<\/p> How have you handled this?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79036#post79036","creationDate":"2023-06-16T19:44:57+0000","relativeCreationDate":"1 month ago"},"isTopicUnread":true,"privateId":5964,"id":31490,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490","title":"Employee Onboarding - Hiring Manager Notifications","lastPost":{"id":79065,"author":{"id":37011,"url":"\/members\/mbronson-37011","name":"mbronson","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Thanks Michael.<\/p> Appreciate the response. It has given me a few things to consider!\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79065#post79065","creationDate":"2023-06-18T13:47:59+0000","relativeCreationDate":"1 month ago"},"lastReply":{"id":79065,"author":{"id":37011,"url":"\/members\/mbronson-37011","name":"mbronson","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Thanks Michael.<\/p> Appreciate the response. It has given me a few things to consider!\u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79065#post79065","creationDate":"2023-06-18T13:47:59+0000","relativeCreationDate":"1 month ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":79036,"author":{"id":37011,"url":"\/members\/mbronson-37011","name":"mbronson","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Hi all!<\/p> We are just starting to use the onboarding module. In our case, HR fills in the employee details, and then the hiring manager selects the various items\/build kits.\u00a0<\/p> From what I can gather, the tickets get opened under the HR person. Once the hiring manager completes the form, they are no longer kept informed of the status of the onboarding request.<\/p> HR wants\u00a0to keep monitor all of the new hires (from submission to completion) to ensure they are ready for their first day), and the hiring manager as well for their specific hire(s).\u00a0<\/p> How have you handled this?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-hiring-manager-notifications-31490?postid=79036#post79036","creationDate":"2023-06-16T19:44:57+0000","relativeCreationDate":"1 month ago"},"numberOfViews":41,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"79065"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
I would like to see only tickets having to do with Source=Onboarding.\u00a0 So does the filter not allow that for some reason?\u00a0\u00a0<\/p> \u00a0<\/p> \u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78711#post78711","creationDate":"2023-06-07T14:51:26+0000","relativeCreationDate":"1 month ago"},"isTopicUnread":true,"privateId":5889,"id":31344,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344","title":"FreshService -- No Source filter for Onboarding?","lastPost":{"id":78774,"author":{"id":40135,"url":"\/members\/lucashansson-40135","name":"LucasHansson","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f6f74b50-73e1-41d0-897d-63f6dc0319fb.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":" I would check the ticket fields field manager to see if it\u2019s enabled<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78774#post78774","creationDate":"2023-06-09T12:06:54+0000","relativeCreationDate":"1 month ago"},"lastReply":{"id":78774,"author":{"id":40135,"url":"\/members\/lucashansson-40135","name":"LucasHansson","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f6f74b50-73e1-41d0-897d-63f6dc0319fb.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":" I would check the ticket fields field manager to see if it\u2019s enabled<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78774#post78774","creationDate":"2023-06-09T12:06:54+0000","relativeCreationDate":"1 month ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":78711,"author":{"id":44471,"url":"\/members\/joes-44471","name":"JoeS","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/26bd697c-e886-4d56-b113-47789a444618.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Hi all,<\/p> I would like to see only tickets having to do with Source=Onboarding.\u00a0 So does the filter not allow that for some reason?\u00a0\u00a0<\/p> \u00a0<\/p> \u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/freshservice-no-source-filter-for-onboarding-31344?postid=78711#post78711","creationDate":"2023-06-07T14:51:26+0000","relativeCreationDate":"1 month ago"},"numberOfViews":22,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"78774"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
How do we make onboarding requests show up on the main portal page?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=77139#post77139","creationDate":"2023-05-02T11:32:30+0000","relativeCreationDate":"2 months ago"},"isTopicUnread":true,"privateId":5539,"id":30690,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690","title":"Submission requests not showing under Onboarding Requests?","lastPost":{"id":78384,"author":{"id":37818,"url":"\/members\/wawpf-37818","name":"WAWPF","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":" Hi\u00a0 Okay, so it only shows up if there if approval is needed, otherwise it goes to that other menu, is that correct? Could there be any way to change this behavior? Either by tweaking a setting or by submitting a feature request?<\/p> \u00a0<\/p> Thanks! :)<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=78384#post78384","creationDate":"2023-05-30T11:51:20+0000","relativeCreationDate":"1 month ago"},"lastReply":{"id":78384,"author":{"id":37818,"url":"\/members\/wawpf-37818","name":"WAWPF","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":" Hi\u00a0 Okay, so it only shows up if there if approval is needed, otherwise it goes to that other menu, is that correct? Could there be any way to change this behavior? Either by tweaking a setting or by submitting a feature request?<\/p> \u00a0<\/p> Thanks! :)<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=78384#post78384","creationDate":"2023-05-30T11:51:20+0000","relativeCreationDate":"1 month ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":77139,"author":{"id":37818,"url":"\/members\/wawpf-37818","name":"WAWPF","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":" Hello! I am trying to get the Onboarding form working for our users to use, but I am running into an issue that I would like to resolve before rolling it out. Once someone submits a request, they are directed to the ticket page and a ticket is created in our system. However, it they go to the Main portal home page and click on Onboarding requests, it says \u201cEveryone\u2019s on board!\u201d and it does not show their submission, despite the fact that it is open. However, if they go to\u00a0https:\/\/domainname.freshservice.com\/support\/employee_onboarding<\/a>\u00a0and click on Request in Progress, it shows up there. I think this behavior\u00a0would be very confusing to our users, so I\u2019d like to know how to resolve it before rolling it out.<\/p> How do we make onboarding requests show up on the main portal page?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/submission-requests-not-showing-under-onboarding-requests-30690?postid=77139#post77139","creationDate":"2023-05-02T11:32:30+0000","relativeCreationDate":"2 months ago"},"numberOfViews":31,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"78384"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
My onboarding is working and creating a user in the correct OU in AD. It also fills in most of their information. However, for the \u201cmanager\u201d field, if I use their John Doe name it won\u2019t work and throws an error saying that it can\u2019t find such a name. If I use JDoe it works fine, but this field pulls from Freshservice a list of all the managers and is a dropdown on the onboarding form. I\u2019m not sure why it\u2019s not working, because the full name is the distinguished name.<\/p> \u00a0<\/p> In other words, only the SAM account name will work in that field, not the actual name. What am I doing wrong?<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77246#post77246","creationDate":"2023-05-03T22:34:02+0000","relativeCreationDate":"2 months ago"},"isTopicUnread":true,"privateId":5558,"id":30749,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749","title":"Employee Onboarding Manager field to Microsoft AD","lastPost":{"id":77350,"author":{"id":42946,"url":"\/members\/gerald-42946","name":"Gerald","avatar":"","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":" Hello\u00a0 Hi Zachary,<\/p> \u00a0<\/p> This is the Freshservice onboarding module. The HR form automatically adds a \u201cManager\u201d field so that the manager can receive an email for the onboarding request. The way that field is outputted appears to be John Doe (Me) <jdoe@corp.com. I created a separate field on the onboarding form called User Name with it really being the SAMAccountName.<\/p> \u00a0<\/p> There was no way I could see to pull the SAM name from\u00a0{{ticket.onboarding_request.actor_1.actor_2}} because it is just a full name. I even tried to add an extra step to get username from email address but that has the same issue. There\u2019s no liquid code that I can find which will extract the correct info.<\/p> \u00a0<\/p> I get an error in Workflow Automator which says \u201cNo identity with the name John Doe found\u201d and I get a 400 error or 401, can\u2019t recall. If I use the SAM name, works fine, and adding that extra field let it work. I sort of gave up.<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77350#post77350","creationDate":"2023-05-05T19:04:45+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77350,"author":{"id":42946,"url":"\/members\/gerald-42946","name":"Gerald","avatar":"","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":" Hello\u00a0 Hi Zachary,<\/p> \u00a0<\/p> This is the Freshservice onboarding module. The HR form automatically adds a \u201cManager\u201d field so that the manager can receive an email for the onboarding request. The way that field is outputted appears to be John Doe (Me) <jdoe@corp.com. I created a separate field on the onboarding form called User Name with it really being the SAMAccountName.<\/p> \u00a0<\/p> There was no way I could see to pull the SAM name from\u00a0{{ticket.onboarding_request.actor_1.actor_2}} because it is just a full name. I even tried to add an extra step to get username from email address but that has the same issue. There\u2019s no liquid code that I can find which will extract the correct info.<\/p> \u00a0<\/p> I get an error in Workflow Automator which says \u201cNo identity with the name John Doe found\u201d and I get a 400 error or 401, can\u2019t recall. If I use the SAM name, works fine, and adding that extra field let it work. I sort of gave up.<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77350#post77350","creationDate":"2023-05-05T19:04:45+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":7,"numberOfLikes":1,"relevantPost":{"id":77246,"author":{"id":42946,"url":"\/members\/gerald-42946","name":"Gerald","avatar":"","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":0},"content":" Hello,<\/p> My onboarding is working and creating a user in the correct OU in AD. It also fills in most of their information. However, for the \u201cmanager\u201d field, if I use their John Doe name it won\u2019t work and throws an error saying that it can\u2019t find such a name. If I use JDoe it works fine, but this field pulls from Freshservice a list of all the managers and is a dropdown on the onboarding form. I\u2019m not sure why it\u2019s not working, because the full name is the distinguished name.<\/p> \u00a0<\/p> In other words, only the SAM account name will work in that field, not the actual name. What am I doing wrong?<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-manager-field-to-microsoft-ad-30749?postid=77246#post77246","creationDate":"2023-05-03T22:34:02+0000","relativeCreationDate":"2 months ago"},"numberOfViews":83,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"77350"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
I have two problems with employee onboarding.<\/p> \u00a0<\/p> I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p> \u00a0<\/p> {{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p> {{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p> \u00a0<\/p> Any reason these placeholders are not showing up in the workflow automations?<\/p> \u00a0<\/p> Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77234#post77234","creationDate":"2023-05-03T15:10:06+0000","relativeCreationDate":"2 months ago"},"isTopicUnread":true,"privateId":5556,"id":30742,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742","title":"Employee Onboarding Placeholders and Emails","lastPost":{"id":77255,"author":{"id":35521,"url":"\/members\/daniel-soederlund-35521","name":"Daniel S\u00f6derlund","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9d887816-aa69-45ef-9d3c-98feb637f3da.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":7},"content":" Hello,<\/p>\t I have two problems with employee onboarding.<\/p>\t \u00a0<\/p>\t I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p>\t \u00a0<\/p>\t {{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p>\t {{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p>\t \u00a0<\/p>\t Any reason these placeholders are not showing up in the workflow automations?<\/p>\t \u00a0<\/p>\t Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p>\t \u00a0<\/p>\t<\/div><\/content-quote> \u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77255#post77255","creationDate":"2023-05-04T06:02:40+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77255,"author":{"id":35521,"url":"\/members\/daniel-soederlund-35521","name":"Daniel S\u00f6derlund","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9d887816-aa69-45ef-9d3c-98feb637f3da.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":7},"content":" Hello,<\/p>\t I have two problems with employee onboarding.<\/p>\t \u00a0<\/p>\t I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p>\t \u00a0<\/p>\t {{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p>\t {{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p>\t \u00a0<\/p>\t Any reason these placeholders are not showing up in the workflow automations?<\/p>\t \u00a0<\/p>\t Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p>\t \u00a0<\/p>\t<\/div><\/content-quote> \u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77255#post77255","creationDate":"2023-05-04T06:02:40+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":77234,"author":{"id":36811,"url":"\/members\/michaelmartel-36811","name":"michaelmartel","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/053ab7a3-8a81-4fc7-ab22-d726c46a0c5e.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":" Hello,<\/p> I have two problems with employee onboarding.<\/p> \u00a0<\/p> I\u2019m having trouble with placeholders in the employee onboarding process. I set up the process with the information we need from HR. Later on, I went back and added a couple more fields. The fields I added later do not show up in placeholders for workflow automations. I\u2019ve tried to copy the syntax from ones that show up but it\u2019s not working. For example:<\/p> \u00a0<\/p> {{ticket.onboarding_request.actor_1.cf_employee_name}}\u00a0 - Added first, shows up and works<\/p> {{ticket.onboarding_request.actor_1.cf_announcement_text}} - Added later, doesn\u2019t show up and not work<\/p> \u00a0<\/p> Any reason these placeholders are not showing up in the workflow automations?<\/p> \u00a0<\/p> Second issue. When an onboarding request is generated it creates a ticket with no information. How can I get the information that HR fills out in the onboarding request?<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/employee-onboarding-placeholders-and-emails-30742?postid=77234#post77234","creationDate":"2023-05-03T15:10:06+0000","relativeCreationDate":"2 months ago"},"numberOfViews":52,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"77255"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Yes, I think with the use of the workflow Automator you can set a trigger upon ticket update and have the condition match the severity of the ticket and then send the approval email based on how you filter it. The below is just a POC example in a very simple layout. \u00a0<\/p>","url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311?postid=76199#post76199","creationDate":"2023-04-05T14:26:54+0000","relativeCreationDate":"3 months ago"},"lastReply":{"id":76199,"author":{"id":20435,"url":"\/members\/keefe-andrews-20435","name":"keefe.andrews","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/df5e60de-d140-4caf-8eb7-00fcffc6ff9f.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":6},"content":" Yes, I think with the use of the workflow Automator you can set a trigger upon ticket update and have the condition match the severity of the ticket and then send the approval email based on how you filter it. The below is just a POC example in a very simple layout. \u00a0<\/p>","url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311?postid=76199#post76199","creationDate":"2023-04-05T14:26:54+0000","relativeCreationDate":"3 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":1,"relevantPost":{"id":76180,"author":{"id":41614,"url":"\/members\/bartvb-41614","name":"BartVB","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":1},"content":" i am wondering, in some tools i used before an agent had the possibility to set a ticket as a potential P1 or P2 that triggerd a com to the assigned team (linked to the category) and incident MGMT as a potential P1 or P2 was there and the ticket had to be approved by them before taking the priority, would this be possible in fresh?<\/p>","url":"\/employee-onboarding-11413\/p1-candidates-or-p2-candidates-30311?postid=76180#post76180","creationDate":"2023-04-05T08:36:47+0000","relativeCreationDate":"3 months ago"},"numberOfViews":37,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"76199"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
I have a customer that uses the onboard module and works fine but they have issue where departments are depending on each others.\u00a0<\/p> \u00a0 \u00a0<\/p> Any ideas on this ?\u00a0<\/p> \u00a0<\/p> \/\/Daniel\u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=72955#post72955","creationDate":"2023-03-01T12:32:26+0000","relativeCreationDate":"4 months ago"},"isTopicUnread":true,"privateId":4525,"id":28581,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581","title":"Onboarding - share information between tickets","lastPost":{"id":73245,"author":{"id":35611,"url":"\/members\/ammar-kb-35611","name":"Ammar KB","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":4},"content":" Hi Hope you are well, Apologies for the delay in reaching out to you.<\/p> I understood the use-case thoroughly but I\u2019m afraid I couldn\u2019t come with something good on this, the only way I think would be to use API via\u00a0Parent Ticket. Apologies as I wasn\u2019t of much help here. If we had a way to pass the data from 1 ticket to another(sibling)tickets which are linked to 1 parent, It would be useful here. Perhaps this can be taken as a Feature Request. If you could raise a ticket with us on this. We can have this taken as a Feature Request and based on the number of requests we receive and technical feasibility of this request. We can align this to our Roadmap.<\/p> \u00a0<\/p> Thanks for elaborating your use-case. Perhaps if others have a better solution or a way to have this implemented. We are open to answers. Have a great week!\ud83d\ude00\u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=73245#post73245","creationDate":"2023-03-09T10:28:48+0000","relativeCreationDate":"4 months ago"},"lastReply":{"id":73245,"author":{"id":35611,"url":"\/members\/ammar-kb-35611","name":"Ammar KB","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":4},"content":" Hi Hope you are well, Apologies for the delay in reaching out to you.<\/p> I understood the use-case thoroughly but I\u2019m afraid I couldn\u2019t come with something good on this, the only way I think would be to use API via\u00a0Parent Ticket. Apologies as I wasn\u2019t of much help here. If we had a way to pass the data from 1 ticket to another(sibling)tickets which are linked to 1 parent, It would be useful here. Perhaps this can be taken as a Feature Request. If you could raise a ticket with us on this. We can have this taken as a Feature Request and based on the number of requests we receive and technical feasibility of this request. We can align this to our Roadmap.<\/p> \u00a0<\/p> Thanks for elaborating your use-case. Perhaps if others have a better solution or a way to have this implemented. We are open to answers. Have a great week!\ud83d\ude00\u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=73245#post73245","creationDate":"2023-03-09T10:28:48+0000","relativeCreationDate":"4 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":2,"relevantPost":{"id":72955,"author":{"id":35521,"url":"\/members\/daniel-soederlund-35521","name":"Daniel S\u00f6derlund","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9d887816-aa69-45ef-9d3c-98feb637f3da.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":7},"content":" Hello,\u00a0<\/p> I have a customer that uses the onboard module and works fine but they have issue where departments are depending on each others.\u00a0<\/p> \u00a0 \u00a0<\/p> Any ideas on this ?\u00a0<\/p> \u00a0<\/p> \/\/Daniel\u00a0<\/p> \u00a0<\/p>","url":"\/employee-onboarding-11413\/onboarding-share-information-between-tickets-28581?postid=72955#post72955","creationDate":"2023-03-01T12:32:26+0000","relativeCreationDate":"4 months ago"},"numberOfViews":47,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"73245"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
\u00a0<\/p> I\u2019ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.<\/p> It obviously works manually, so I don\u2019t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.<\/p> Any ideas please?<\/p> Thanks<\/p> Miranda<\/p>","url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560?postid=72904#post72904","creationDate":"2023-02-28T15:01:42+0000","relativeCreationDate":"4 months ago"},"isTopicUnread":true,"privateId":4516,"id":28560,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560","title":"Bulk Onboarding csv","lastPost":{"id":72904,"author":{"id":32080,"url":"\/members\/miranda-a-32080","name":"miranda-a","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":1},"content":" Trying to automate our onboarding but having an absolute nightmare with it.<\/p> \u00a0<\/p> I\u2019ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.<\/p> It obviously works manually, so I don\u2019t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.<\/p> Any ideas please?<\/p> Thanks<\/p> Miranda<\/p>","url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560?postid=72904#post72904","creationDate":"2023-02-28T15:01:42+0000","relativeCreationDate":"4 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":0,"relevantPost":{"id":72904,"author":{"id":32080,"url":"\/members\/miranda-a-32080","name":"miranda-a","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":1},"content":" Trying to automate our onboarding but having an absolute nightmare with it.<\/p> \u00a0<\/p> I\u2019ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.<\/p> It obviously works manually, so I don\u2019t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.<\/p> Any ideas please?<\/p> Thanks<\/p> Miranda<\/p>","url":"\/employee-onboarding-11413\/bulk-onboarding-csv-28560?postid=72904#post72904","creationDate":"2023-02-28T15:01:42+0000","relativeCreationDate":"4 months ago"},"numberOfViews":35,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"72904"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Currently, our on-boarding form is\u2026 an e-mail.<\/p> There are a lot of fields in it, some answers should be conditional, depending on previous fields, some fields should be dynamic dropdown lists (e.g. who will be the manager? Which will be the department) where choices come from external systems, etc.<\/p> Obviously, I would like to create something better than an email where I can make no control (and most of the time, forms are incomplete, incoherent...) but I found no way to build directly in Freshservice such complex forms\u2026<\/p> So, imagine I would be able to construct some external services that dynamically builds an html+js form, how could I integrate it to Freshservice so that I could activate all the automation power of Freshservice to create AD records, sub-tickets and so on for our onboarding process?<\/p> Thank you for your ideas!<\/p> J\u00e9r\u00f4me<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72222#post72222","creationDate":"2023-02-10T09:18:28+0000","relativeCreationDate":"5 months ago"},"isTopicUnread":true,"privateId":4373,"id":28294,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11413,"isIdeation":false,"url":"\/employee-onboarding-11413","title":"Employee Onboarding","description":"Using Freshservice"},"url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294","title":"Extra complex on-boarding form","lastPost":{"id":72263,"author":{"id":39007,"url":"\/members\/jerome-de-lagausie-39007","name":"J\u00e9r\u00f4me de Lagausie","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c8651dd6-f8e8-40df-8f28-8579b622dd59.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":1},"content":" Thanks @afaultey and @PatrickMurphy for your sharing \ud83d\udc4d Other readers: don\u2019t hesitate to share your thoughts, too \ud83d\ude09<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72263#post72263","creationDate":"2023-02-10T15:46:04+0000","relativeCreationDate":"5 months ago"},"lastReply":{"id":72263,"author":{"id":39007,"url":"\/members\/jerome-de-lagausie-39007","name":"J\u00e9r\u00f4me de Lagausie","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c8651dd6-f8e8-40df-8f28-8579b622dd59.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":1},"content":" Thanks @afaultey and @PatrickMurphy for your sharing \ud83d\udc4d Other readers: don\u2019t hesitate to share your thoughts, too \ud83d\ude09<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72263#post72263","creationDate":"2023-02-10T15:46:04+0000","relativeCreationDate":"5 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":1,"relevantPost":{"id":72222,"author":{"id":39007,"url":"\/members\/jerome-de-lagausie-39007","name":"J\u00e9r\u00f4me de Lagausie","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c8651dd6-f8e8-40df-8f28-8579b622dd59.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":1},"content":" Hi Team,<\/p> Currently, our on-boarding form is\u2026 an e-mail.<\/p> There are a lot of fields in it, some answers should be conditional, depending on previous fields, some fields should be dynamic dropdown lists (e.g. who will be the manager? Which will be the department) where choices come from external systems, etc.<\/p> Obviously, I would like to create something better than an email where I can make no control (and most of the time, forms are incomplete, incoherent...) but I found no way to build directly in Freshservice such complex forms\u2026<\/p> So, imagine I would be able to construct some external services that dynamically builds an html+js form, how could I integrate it to Freshservice so that I could activate all the automation power of Freshservice to create AD records, sub-tickets and so on for our onboarding process?<\/p> Thank you for your ideas!<\/p> J\u00e9r\u00f4me<\/p>","url":"\/employee-onboarding-11413\/extra-complex-on-boarding-form-28294?postid=72222#post72222","creationDate":"2023-02-10T09:18:28+0000","relativeCreationDate":"5 months ago"},"numberOfViews":61,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshservice-11329","categoryId":11329,"title":"Using Freshservice","metaRobots":"index, follow","type":0},"lastPostId":"72263"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"8b9e680a7189153abef8d1a98d139f6f0d9c4dc9","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">
Let\u2019s say we have an onboarding form with two fields,\u00a0both text fields. * marks fields that are required:<\/p> And let\u2019s say there are two\u00a0child tickets created. The second one depends on the first being completed:<\/p> Let\u2019s pretend that the employee doesn\u2019t have a bank account number NOW, but will before they start, and let\u2019s also pretend that HR typed the employee\u2019s name wrong.<\/p> My questions are:<\/p>Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>
Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>
Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>
Employee Onboarding
13 Topics
<\/figure><\/figure><\/figure><\/figure><\/figure><\/figure><\/figure><\/figure>
\tThis is the current functionality on Freshservice portal.
\tOnce the requestor submits the request and if there is an approval process involved (before ticket creation) and is pending for approval, then\u00a0it will show up on home page (bottom) under Onboarding requests.
\tBut if the tickets are already created on helpdesk, then it will not show up on home page and rather the requestor has to go the option\u00a0Employee onboarding\u00a0<\/strong>and then check ongoing requests under Request in progress<\/strong>.<\/p>\t<\/div><\/content-quote>
\tThis is the current functionality on Freshservice portal.
\tOnce the requestor submits the request and if there is an approval process involved (before ticket creation) and is pending for approval, then\u00a0it will show up on home page (bottom) under Onboarding requests.
\tBut if the tickets are already created on helpdesk, then it will not show up on home page and rather the requestor has to go the option\u00a0Employee onboarding\u00a0<\/strong>and then check ongoing requests under Request in progress<\/strong>.<\/p>\t<\/div><\/content-quote><\/figure><\/figure><\/figure><\/figure>
Checked I can\u2019t see PH for\u00a0paragraph fields. Strange\u00a0 never thought of it as it works for\u00a0SR and INC fields\u00a0
You need to add the fields in the Create ticket section. Then will the Data be passed to next ticket.\u00a0<\/p><\/figure>
Checked I can\u2019t see PH for\u00a0paragraph fields. Strange\u00a0 never thought of it as it works for\u00a0SR and INC fields\u00a0
You need to add the fields in the Create ticket section. Then will the Data be passed to next ticket.\u00a0<\/p><\/figure>
\u00a0<\/p><\/figure>
\u00a0<\/p><\/figure>
I know you can setup predecessor ticket but some tickets are depending on 2 predecessor tickets.\u00a0
Example: First group creates a User sign in ID second group creates phone number. There a ticket that is successor to the first ticket(Create user sign in ID) to enable OTP but they need the phone number and User ID. The customer has custom ticket fields to share data between tickets but can only done to parent via API or successor via Action node.\u00a0<\/p>
Don\u2019t want to set the ID ticket successor to the Phone numer ticket.\u00a0<\/p>
I know you can setup predecessor ticket but some tickets are depending on 2 predecessor tickets.\u00a0
Example: First group creates a User sign in ID second group creates phone number. There a ticket that is successor to the first ticket(Create user sign in ID) to enable OTP but they need the phone number and User ID. The customer has custom ticket fields to share data between tickets but can only done to parent via API or successor via Action node.\u00a0<\/p>
Don\u2019t want to set the ID ticket successor to the Phone numer ticket.\u00a0<\/p>
I\u2019m going to start building a v0 to see where I\u2019m going and if I need additional help.<\/p>
I\u2019m going to start building a v0 to see where I\u2019m going and if I need additional help.<\/p>
