Search found 27 matches

by lucyzoe
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 ...
by lucyzoe
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...
by lucyzoe
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
by lucyzoe
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' ...
by lucyzoe
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

Re: 4.0 Encryption ColdFusion 18 Java 11 256-bit Keys Windows

tclimis wrote:
Tue Jun 09, 2020 5:11 pm
You can also install the exe version (jdk-11.0.6_windows-x64_bin.exe), and then update your ColdFusion Administrator settings to point at the install directory. That way you don't need to copy stuff around various places.
Thanks Tim! I'll update my notes.
by lucyzoe
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?...
by lucyzoe
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...
by lucyzoe
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) ...
by lucyzoe
Fri Apr 24, 2020 9:55 pm
Forum: Implementation
Topic: FTP on Windows Servers
Replies: 3
Views: 6970

Re: FTP on Windows Servers

IOC-Thomas wrote:
Wed Mar 25, 2020 2:13 pm
We use WinSCP and PowerShell to perform the transfer. We have our sunapsis server targeting a linux server for the transfer.
Thank you! I appreciate your response.
Lucy Zoe
by lucyzoe
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 ...