Question

System-wide settings to define client filtering for "Assigned service department"

  • 23 September 2022
  • 1 reply
  • 82 views

Badge +1

Hello, is it posible to set personal or system-wide settings to define client filtering for "Assigned service department" and "Assigned assyst user" dialog separately from the parameter in personal settings. This is about the event logging forms.

With the client filter active on service department and assyst user, it is no longer possible to find a service department or assyst user directly via Quick Search if it is in a different client than the one in the (automatically) set filter. To work around this, either uncheck the Event's client filter, or open the Search dialog and check the "Uncheck Client Filter" box. Only then will the desired search results be displayed.

Deactivating the client filter in the personal settings is a technical option, but unsuitable for operation. Ensuring client match for content such as user, object and process is mandatory.

Pre-assignment of the service department by the EventBuilder is not consistently possible in all cases, so that manual editing in a service department of another client (customer provider or provider customer) is required.

Today we found a workaround by using a script based trigger to set the correct filter in the popups

We can show ifs our problem in our system, to get more into this.


1 reply

Userlevel 3
Badge +12

Hello Kai,

Based on your description I believe you are talking about CSGs (Customer Service Group). 
Could you log an incident with our Support as this look like something they should be investigate.


https://support.axiossystems.com/assystnet/
or
axios.support@ifs.com


Kind Regards,
Caroline

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