Search found 27 matches
- Wed Mar 31, 2021 6:09 pm
- Forum: General Chatter & Troubleshooting
- Topic: Checklists (Tagging, Tracking, Assigning)
- Replies: 5
- Views: 9432
Re: Checklists (Tagging, Tracking, Assigning)
Hi Lucy, We submitted this bug report to IU, requesting that they renable the ability to edit the extra checklist columns for little notes like this: https://sunapsis.happyfox.com/kb/article/2730-bug-17458-reinstate-ability-to-populate-optional-columns-in-checklist-management/ Hey Cindy...Checking ...
- Wed Mar 03, 2021 8:34 pm
- Forum: General Chatter & Troubleshooting
- Topic: Second Approver Lists
- Replies: 0
- Views: 9512
Second Approver Lists
Hello, (v.4.0.13) I’m using Second Approver lists in dropdown fields in e-forms and setting the ‘Second Approver Email Field’ to ‘Yes.’ Minus the obvious bug that Second Approvers don’t send, when I ‘Send Reminder Email to Approver’ it works fine. However, the ‘name’ field doesn’t populate in the Se...
- Wed Mar 03, 2021 8:30 pm
- Forum: General Chatter & Troubleshooting
- Topic: Checklists (Tagging, Tracking, Assigning)
- Replies: 5
- Views: 9432
Re: Checklists (Tagging, Tracking, Assigning)
Hey Nick,
Alas, we have given up. I suggested the use of multiple tasks w/advisor names, but they didn't want the clutter. So each advisor tags their own. It doesn't do anything, but it seems to work for them.
Thanks for following up,
Lucy Zoe
Alas, we have given up. I suggested the use of multiple tasks w/advisor names, but they didn't want the clutter. So each advisor tags their own. It doesn't do anything, but it seems to work for them.
Thanks for following up,
Lucy Zoe
- Tue Jun 16, 2020 5:12 pm
- Forum: Feature Requests
- Topic: E-Form/Checklist Improvements [Vendor Post]
- Replies: 6
- Views: 9814
Re: E-Form/Checklist Improvements [Vendor Post]
Tim, Thanks for reaching out. Here are a few thoughts: - One e-form for multiple checklists. I could totally get behind the idea of 'tools' that could be utilized in many ways. Here's an example: I have one 'Passport Information' e-form. I have several checklists that use the 'Passport Information' ...
- Wed Jun 10, 2020 6:26 pm
- Forum: Implementation
- Topic: 4.0 Encryption ColdFusion 18 Java 11 256-bit Keys Windows
- Replies: 3
- Views: 6937
- Tue Jun 02, 2020 8:08 pm
- Forum: General Chatter & Troubleshooting
- Topic: Contact Type
- Replies: 0
- Views: 9773
Contact Type
Hello, (4.0.6 User) I'd like to add a few new 'Contact Types' to codeContactType? The table is 'read only.' <--Not true. I can add a type in the DB to the table, but I can't get it to appear in the email window. I knew that was too easy. Has anyone had any success in adding additional contact types?...
- Thu May 07, 2020 3:47 pm
- Forum: Bugs
- Topic: default email going out twice for 2nd approver in 4.0
- Replies: 1
- Views: 5599
Re: default email going out twice for 2nd approver in 4.0
Hey everyone! We have been testing some eforms and the default email was going out twice for 2nd approvers in 4.0. We submitted this as a Sunapsis ticket and just got word that... Bug 13357 has been resolved and is scheduled for release with version 4.0.8. I'm glad I found this. My initial Second A...
- Thu May 07, 2020 3:40 pm
- Forum: Implementation
- Topic: FTP on Windows Servers
- Replies: 3
- Views: 6970
Re: FTP on Windows Servers
Hello, For the datafeed transfer, I need to install FTP on a Windows server. Windows does have a very limited native FTP server that can be enabled, but my server guy says it's pretty much deprecated. Server guy gave me three options: SecureFX (paid program), Filezilla (he says it's less prefered) ...
- Fri Apr 24, 2020 9:55 pm
- Forum: Implementation
- Topic: FTP on Windows Servers
- Replies: 3
- Views: 6970
Re: FTP on Windows Servers
Thank you! I appreciate your response.IOC-Thomas wrote: ↑Wed Mar 25, 2020 2:13 pmWe use WinSCP and PowerShell to perform the transfer. We have our sunapsis server targeting a linux server for the transfer.
Lucy Zoe
- Thu Apr 23, 2020 10:02 pm
- Forum: General Chatter & Troubleshooting
- Topic: Checklists (Tagging, Tracking, Assigning)
- Replies: 5
- Views: 9432
Checklists (Tagging, Tracking, Assigning)
Hello, I've searched every corner of Happy Fox and can't find an "out of the box" solution. Advisors want to tag checklists or somehow put their name on a student record, so they can filter the checklist based on the tag or whatever - so they can see who they are responsible for. Is there currently ...