tips + tricks

Log actions as pop-ups

TOPdesk offers you the option to use log actions as pop-up windows. This can be useful when, for instance, an individual is authorized to close a call for an external operator only once an invoice has been received and signed. Something like this can be easy to forget. To prevent this, you can set up a pop-up window to appear as soon as someone closes a call for an external operator. You are free to decide what to include in the pop-up; we suggest something like: You may only close this call once the invoice has been signed and archived. Has this invoice already been processed? To do this you need to enable the option Show log in the system settings. You can find this by going to Settings in the menu, then clicking System settings > Functional settings > General tab > Display log in Notes tab. Once you have activated the log, you can define the trigger in the Events explorer, after which your pop-up will appear. You can then use the Action explorer to formulate the content of the pop-up window. To do this, create a new action and select the option Log. Give it the same name as the pop-up window. Under Message you can enter the message that you want to appear in the pop-up. By clicking with the right mouse button, you can insert fields from TOPdesk, such as the name of the operator or the logged in user. Tick the option Confirm before sending. Finally, activate the pop-up and link it to the event that you made earlier. The pop-up will now appear for those TOPdesk users when the trigger that you defined occurs.

Layout of fields in (email) actions TOPdesk 4

You might already know that you can copy fields from TOPdesk into emails, HTTP requests and the log. But were you aware that you have the option to define the layout of many of these fields yourself? In date fields you have many options to choose from with regard to the layout. For instance, you can choose to show only the month, to display the written date in its entirety or to show only the day of the week. Respectively, this will look as follows: July, Tuesday 14 July 2009 at 11:30 or Tuesday. For all memo fields (such as Request and Action) from TOPdesk version 4.2 onwards, you can decide whether you wish to display the date/name stamp.

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Copyright 2009 TOPdesk UK Limited. Although this magazine has been produced with the utmost care and attention, the writers cannot be held responsible in any way for any damages that may occur due to errors and / or deficiencies in this publication.