With our new External Work Requests module, collecting information from your users is now quick, and easy. You no longer have to rely on the traditional way of collecting work requests by using other tools and integrating them with our system to get the workitem created. Now, you can create a customized workitem form using External Work Requests and embed that form on your website. These forms can be accessed through clickable triggers (links) that are visible on your website. Users can raise their work requests by filling and then submitting these forms. MS Outlook Mailbox users can raise a work request received from end-users’ email directly from their application using the MS Outlook Plugin that creates an add-in in the MS Outlook Desktop application. For more details related to using the MS Outlook Plugin, click here. The submitted Forms are automatically classified based on their types and then saved as cards in the Backlog Board of their respective projects.
To use the External Work Requests feature in SwiftEASe, one must have the supporting license. Please contact us at [email protected] to know how to avail it.
Moreover, you must have the Admin access to view the External Work Requests option in the Board menu and navigate to the External Work Requests page. Alternatively, you can also view the External Work Requests provided you have the Manager access to the Board from where you are opening the External Work Requests.
Configuring External Work Requests screen
To configure the External Work Requests in SwiftEASe, you must enable the External Work Requests plugin. To enable the plugin, perform the following steps:
Note: You must have the Admin or Manager access to configure the External Work Requests feature in SwiftEASe.
- Click the Admin menu, select Admin, and select Plugins.
- On the Plugins page, select the External Work Requests plugin and click Enable. The External Work Requests Setup window is displayed.
- In the External Work Requests Setup, you can find the following details:
- External Work Requests UI Server URL: By default, it shows the front-end URL of the External Work Requests Service. like https://issuecollectordevft.digite.com.
- External Work Requests Database Server URL: By default, it shows the back-end URL of the External Work Requests Service. like https://issuecollectordevbk.digite.com/issuecollector
- SwiftEASe URL: It is the URL of the instance. By default, it will show the URL of the source system.
- Integration User Login ID: It is the Login ID of the Integration user for the logged-in account. This user will be used to communicate between the External Work Requests Board and SwiftKanban using REST API calls.
- Integration User Password: Password of the Integration user. Generally, you only need to enter this information in this setup dialog box.
To open the External Work Requests page, select the External Work Requests option from the Board menu.
Creating External Work Requests
Now, let us understand how we can create an External Work request and embed it as a form on a website. For ease of understanding, we will take a scenario of creating a Work Request that will enable our users to report any defect through the Request form embed into a website. While understanding the feature, please refer to this scenario, so that you can understand the end-to-end process.
First, we will begin by configuring the applicable Card Types.
Before creating an External Work Requests, select the applicable Card Types for your External Work Requests by clicking the Setting icon. The selected Card Types in this settings window will be available for you against which you can create a Work Request. You can unselect the Card Types that you don’t want to use while creating your External Work Requests form. Click Apply to complete the task.
By default, all Card Types that are available at the Work Board level (from which you are opening the External Work Requests) will be selected and listed in the Applicable Card Type window. This is a combination of factory shipped card types as well as custom card types. at a particular Work Board level. For example, opening the External Work Requests from the Team Board will display Defect, Feature, Technical Story and User Story and any other custom Card Types that are created at the Team level.
Once we have selected the Card Types, we are now ready to create a Work Request.
Configuring External Work Requests screen
We will create an External Work Request step-by-step. The first step is to click the ADD EXTERNAL WORK REQUESTS button and start entering the details for the External Work Request.
1. The Create External Work Requests User window comprises of the following sections:
1. External Work Requests Details
2a. Trigger Preview
3. Collector Form
3a. Template Preview
2. Embed Code (Only visible when editing an External Work Requests)
We will begin with filling in the External Work Request Details:
- External Work Request Details
Under the External Work Requests, details section, add details like Name and Description to provide a brief idea or purpose about this Work Request. Select an appropriate “Card Type” from the drop-down list depending on the Name and Description.
For example, in our scenario, the purpose can be collecting the various Defects on the Blog posts that our end-users have found and raised. So, we can fill in the details for Name, Description and select the Card Type as shown in the following screenshot.
Next, we will create a custom Trigger.
Create a custom Trigger for your form using the available format options. The trigger will appear as a clickable link clicking which the form will open. For example, let’s consider you want your trigger to be named as Any Feedback? Log It Here and available on the right side of your website. So, enter the name in the Trigger text, select the position of the Trigger on the website, and also apply a specific font and background color to the Trigger text by clicking the square box and then picking the color from the Color Picker.
As you set the Trigger, you can preview it under the Trigger Preview tab on the right side of the screen.
Now, we will move to the third part where we will design the External Work Requests form that will be available to the end-user.
3. Work Request Form
Now, design your form by filling in the required details in the External Work Request section. The details like the Work Request title, Description, and others you enter here will be visible to your users when they access your form. In our example, the window title can be “User Feedback”, Guidance text can be something like “Fill this form to sed your feedback on any blog post”. Overall, these fields will help your end-user understand the purpose of the form and how to fill in the various information.
To help your end-users provide more details about the work request they are raising, you can enable selected custom fields from the source system and add them in the form as Mandatory or Non-mandatory fields. For example, in our scenario, adding the field like Priority for the Work Request form can help the end-users to provide more accurate details of the feedback.
Note: The custom fields like DateTime, email, and single-line text fields are not going to be available for selection in the Work Requests form.
If you want the end-user to add an attachment in the form, enable the Attach functionality by clicking the slider.
All these customizations can be previewed under the Template Preview section on the right. Click the SAVE button to save your changes.
Embedding an External Work Requests into your Website
Note: If you want to view all of the external work requests of your project, you can navigate to the screen by clicking the View all External Work Requests in this project.
Editing External Work Requests
After you create an External Work Request, you can perform the following actions on the listing page:
Enable a Work Request: You can enable a Work Request by clicking the slider button under the Status column. Similarly, whenever you want to deactivate any of them, just click the slider again to disable it.
Edit a Work Request: If you want to make any changes to the existing External Work Request, click the Edit icon under the Action column, make the required changes in the External Work Request and click Save.
Set Default Values for Fields in External Work Request Form
Use the following instructions to set default values for any text fields like Name, Email address, when External Work Request form loads for the user:
Note: The above URL parameters are not be provided by default. You need to set them in your URL you are using for External Work Request inside your website.
Viewing the External Work Request Form in a Website
Once you have successfully created an External Work Request and embed its code on a website, the targeted end-user can now view them as a link and click it to raise a Work Request. In our scenario, a user can click the link to raise UI related defects. The user can enter all the details in the specific fields on the form. Moreover, they can also attach an image to the Description field from the device, from a URL or simply by taking a screenshot and copying in the Description field. Once the form is duly filled, the user clicks SUBMIT to raise the Work Request successfully.
Here is a sample of an External Work Request form visible on a website.
An email is sent to the end-user as an acknowledgment for the receipt of the raised Work Receipt. The email includes all the fields listed on the External Work Request form.
Note: The email includes only the Attachment name and not the attachment.
Next, depending on the card type (in our scenario, it is Defect), a new card gets added into the Backlog of your Work Board. If the Admin policy Show ID in the Card Title of the External Work Requests is enabled, then the card ID prepends to the title of our cards on the board, which results in a quicker search.
Note: To identify if the card is created via the External Work Requests form, check the comments of that card. The comments will have details like “This workitem has been created via the External Work Requests. Mandatory fields behavior upon workitem creation may have been skipped.”
Creating Work Requests directly from MS Outlook Desktop Application
You can raise a work request received from end-users in your MS Outlook Desktop application by using MS Outlook Plugin option. When you use our Plugin, it pulls information from the selected email and pre-populates the Title, Description, Name, and Email address fields in the External Work Request form, thereby leaving only the remaining details to be added. This results in faster work request creation.
Steps to Generate MS Outlook Plugin and Install Work Requests into MS Outlook Desktop Application
- Click MS Outlook Plugin option and a window opens listing the list of available external work requests in the current project and other projects in which you are a member.
- A window opens listing the list of available external work requests in the current project and other projects in which you are a member. Select the work requests that you want to add to your MS Outlook Desktop application and click GENERATE.
NOTE: Only the selected Work requests will get installed in your Outlook application. So, if you have any work request already installed in your add-ins then it will override or replace the list with the new ones.
- A zip file gets downloaded into your system that includes the EXE and encrypted JSON file (includes the list of work requests selected in the EWR screen).
- Double-click the EXE file and finish the installation process of the plugin. Once the plugin is installed the JSON file gets deleted from the folder.
NOTE: It is recommended to keep the MS Outlook application closed while installing the plugin.
- Open the MS Outlook Desktop application and navigate to Add-ins to check for the Work Request option added under your Outlook Add-ins.
Working with Work Request Add-in in MS Outlook Desktop Application
- Select the email using which you want to raise a work request and click Work Request option from Add-ins.
- The list of work requests along with its project names gets listed in a pop-up window.
- Select the specific work request type and click Add.
- The External Work Requests form opens in your browser having the Title, Description, Name, and Email address fields pre-populated.
NOTE: If you don’t select an email and still use the Add-in to open a work request, it will open an External Work Request form but only the Name and Email Address will be pre-populated.
- The Title Field displays the email subject line, Description field has the body of the email message, Name field displays the specific name set in your MS Outlook general settings and email address field displays the email address at which the user has received the email.
It will pick up the first 2000 characters from the body of the email message as a description of the External Work Request form.
For the RTF description field, we currently don’t support pre-populating the Table formatting.
- Add the remaining details and click Submit.
- An email is sent to the end-user as an acknowledgment for the receipt of the raised Work Receipt. The email includes all the fields listed on the External Work Request form.
NOTE: The email includes only the Attachment name and not the attachment.
- Next, depending on the Card Type (in our scenario, it is Defect), a new card gets added into the Backlog of your Kanban Board.