changing the Tasks available to the analyst

Taras_Kirillov

Taras_Kirillov Member IT Monkey ✭

March 2022 in Analyst Portal

Hi everyone!

How can I change the list of Tasks available to the Analyst on the Cireson Portal?

Changing tasks in Analyst User Role from Console does not help...

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Best Answer

Justin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭

March 2022 Answer ✓

@Taras_Kirillov - You can hide tasks using the Hide Tasks Addin: https://kb.cireson.com/article/user-guide-add-in-hide-out-of-box-tasks/2580. Note that this will hide the tasks for everyone. If you want certain tasks hidden for just Analysts, that might take a bit of custom work.

1

Answers

Justin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭

March 2022 Answer ✓

@Taras_Kirillov - You can hide tasks using the Hide Tasks Addin: https://kb.cireson.com/article/user-guide-add-in-hide-out-of-box-tasks/2580. Note that this will hide the tasks for everyone. If you want certain tasks hidden for just Analysts, that might take a bit of custom work.

1
Taras_Kirillov Member IT Monkey ✭

March 2022

@Justin_Workman Hi! Thank you for your answer. I'm trying to install this Add-in using Reference: Add-Ins Overview (cireson.com)
Steps 1-3 is OK
I'm stuck on step 4. I'm don't see newly Add-in in Admin menu-Add Ins. Can you help me please?

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Taras_Kirillov Member IT Monkey ✭

March 2022

After few minutes waiting I see new Add-in :)

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Taras_Kirillov Member IT Monkey ✭

March 2022 edited March 2022

@Justin_Workman Is it possible to add some new Tasks to the incident? For example: Escalate or transfer, Assign to Analyst.

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Justin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭

March 2022

@Taras_Kirillov - You can add any task you want with custom javascript. There are examples all over including this one:
Custom Transfer task for the portal — Cireson Community

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