What's New?
A new functionality is implemented to improve the search ability of the Location field. Based on the Location Hierarchy and the number of Locations, the search ability of the Location field changes to provide the best user experience. The Location search control is displayed as a single search, drop-down, or multi-search control.
If the Location Hierarchy does not exist, and the Location Count is <=1000, the drop-down Location control is displayed.
If the Location Hierarchy does not exist, and the Location Count is >1000, the single search Location control is displayed.
If the Location Hierarchy exists, the single search Location control is displayed.
Note:
This feature was introduced in the DENALI version and implemented only on a few pages. For more information, see SummitAI Denali Release Notes. Now, in this version, it is implemented on the following pages.
UI Change
Figure: CUSTOMER SLA MATRIX page - FILTERS pop-up page
Figure: AUTO ESCALATION page
How it Works?
On the following pages, the new enhanced location search control is implemented. Based on the Location Hierarchy and Location Count, the Location search control on the following pages appears as a single search, drop-down or multi-search control:
Page Name | Location Hierarchy Exists | Location Count | New Control Type |
CUSTOMER SLA MATRIX / VENDOR SLA MATRIX - FILTERS pop-up page (Admin > Basic > Customers > Customer/Vendor SLA Matrix > Click Filters > Select Matrix as Customer or Vendor > Location field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
CUSTOMER SLA MATRIX / VENDOR SLA MATRIX page ( Admin > Basic > Customers > Customer/Vendor SLA Matrix > Click ADD NEW on the ACTIONS panel> Select Matrix as Customer or Vendor > Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
CUSTOMER SLA MATRIX / VENDOR SLA MATRIX page ( Admin > Basic > Customers > Customer/Vendor SLA Matrix > On the CUSTOMER SLA MATRIX LIST page, click ADD NEW on the ACTIONS panel > Select Matrix as Customer or Vendor > Under the SLA SERVICE WINDOW section, select Enable SLA Service Window check box > Holiday Calendar Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
BULLETIN BOARD page (Admin > Advanced > Notifications > Bulletin Board > Select the TENANT > Click ADD NEW on the BULLETIN BOARD LIST page > Locations field) | No | <=1000 | Multi- search |
No | >1000 | Multi- search | |
Yes | Not Applicable | Multi- search | |
SMS GATEWAY CONFIGURATION page (Admin > Advanced > Notifications > SMS Gateway Configuration > On the SMS GATEWAY CONFIGURATION LIST page, click ADD NEW on the ACTIONS panel > SMS Delivery by Location field) | No | <=1000 | Multi- search |
No | >1000 | Multi- search | |
Yes | Not Applicable | Multi- search | |
AUTO ESCALATION page (Admin > Advanced > Productivity > Escalations > Auto Escalation > Select the TENANT > Select Modules as Incident Management or Service Request >Click SUBMIT > Click ADD NEW on the ACTIONS panel) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
AGENT CONTACT INFORMATION page ( Admin > Advanced > Compliance > Agent Contact Information > Click Filters > Location) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
CATEGORY DETAILS pop-up page (Incident > Configuration > Incident Masters > Category > Select the Tenant > Right-click on any one of the configured Parent or Child Category > Select Configure > Select Enable Location-wise Workgroup Routing check box > Location) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
yes | Not Applicable | Single Search | |
SLA SERVICE WINDOW page (Incident > Configuration > SLA Configurations > SLA Service Window > Select the Tenant > Click ADD NEW on the ACTIONS panel > Holiday Calendar Location) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
FEEDBACK CONFIGURATION page (Incident > Configuration > Others > Feedback Configuration > Select the Tenant > Click ADD NEW on the ACTIONS panel > Holiday Calendar Location) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
E-MAIL NOTIFICATION page (Incident > Configuration > Others > E-mail Notification > Select the Tenant > Click ADD NEW on the ACTIONS panel > Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
SMS NOTIFICATION page (Incident > Configuration > Others > SMS Notification > Select the Tenant > Click ADD NEW on the ACTIONS panel > Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
VOICE CALL NOTIFICATION page (Incident > Configuration > Others > Voice Call Notification > Select the Tenant > Click ADD NEW on the ACTIONS panel > Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
INFORMATION TICKER page (Incident > Configuration > Others > Information Ticker > Select the Tenant > Click ADD NEW on the ACTIONS panel > Location field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
RULE page (Incident > Configuration > Others > Rule > Select the Tenant > Click ADD NEW on the ACTIONS panel > Click VENDOR INFORMATION tab > Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
APPROVE SERVICE CATALOG page (Catalog > User > Approve Service Catalog > Click any catalog ID > Applicable Locations and Entitled Locations field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
FORM BUILDER page (Catalog > User > Create Service Catalog > Fill the required details under FORM DETAILS tab> click NEXT > On the FORM BUILDER tab, drag and drop the required controls > Click NEXT > Under the PREVIEW tab, view the added controls > Click NEXT > Under ADDITIONAL INFO tab, select Log Service Request in User's Location check box > Location Field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
CONFIGURE USERGROUP pop-up page (Catalog > User > Create Service Catalog > Fill the required details under FORM DETAILS tab> click NEXT > On the FORM BUILDER tab, drag and drop the required controls > Click NEXT > Under the PREVIEW tab, view the added controls > Click NEXT > On the ADDITIONAL INFO tab, click CONFIGURE USER GROUP on the ACTIONS panel > On the CONFIGURE USERGROUP pop-up page, fill the required details > Applicable Locations Field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
USER GROUP page (Catalog > User > User Group > On the USER GROUP page, fill the required details and select Configure Approve By as Location > Applicable Locations field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
PACKAGE CONFIGURATION page (Catalog > User > Package > On PACKAGES page, click ADD NEW on the ACTIONS panel > On the PACKAGE CONFIGURATION page, select the required TENANT > Publish to Locations field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
HOD page (Catalog > Configuration > HOD > On the HOD LIST page, click ADD NEW on the ACTIONS panel > On the HOD page, fill the required details and select the Attribute Name as Location > Attribute Value field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
INFORMATION TICKER page (Request > Configuration > Service Request Masters > Information Ticker > Select the TENANT >Click ADD NEW on the ACTIONS panel > Locations field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
SLA SERVICE WINDOW page (Request > Configuration > SLA Configurations > SLA Service Window > Select the TENANT > Click ADD NEW on the ACTIONS panel > Holiday Calendar Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
FEEDBACK CONFIGURATION page (Request > Configuration > Others > Feedback Configuration > Select the TENANT > Location field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
E-MAIL NOTIFICATION page (Request > Configuration > Others > E-mail Notification > Select the TENANT > Click ADD NEW on the ACTIONS panel > Location field ) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
SMS NOTIFICATION page (Request > Configuration > Others > SMS Notification > Select the TENANT > Click ADD NEW on the ACTIONS panel > Location field ) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
SERVICE REQUEST DETAILS page (Request >User > Manage Service Requests >Service Request List > Click an SR ID > On the SERVICE REQUEST DETAILS page, click VENDOR INFORMATION tab > Location field) | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
KNOWLEDGE RECORD ID or DETAILS page (Knowledge > User > Approve Knowledge Records > Click the required KB ID > ACCESS tab > Locations field) | No | <=1000 | Multi-search |
No | >1000 | Multi-search | |
Yes | Not Applicable | Multi-search | |
New Service Request page (Request > User > New Service Request > Select the Tenant >Select the required Catalog > Based on the selected Service Catalog, the related fields are displayed > Location field) Note: The Location field is displayed, if the Enable Location check box is selected under the ADDITIONAL INFO tab of the FORM BUILDER page while creating a Catalog. | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search | |
New Service Request page (Request > User > Manage Service Requests > New Service Request for User > Select the Tenant > Search and select the Caller in the Requested For field > Select the required Catalog > Based on the selected Service Catalog, the related fields are displayed > Location field) Note: The Location field is displayed, if the Enable Location check box is selected under the ADDITIONAL INFO tab of the FORM BUILDER page while creating a Catalog. | No | <=1000 | Drop-down |
No | >1000 | Single Search | |
Yes | Not Applicable | Single Search |