Xurrent Help Center
Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
Accounts
A Xurrent account is created for an organization when it decides to start using the Xurrent service. The organization’s records are all stored within this...
Analytics Console
Learn more about Analytics Console.
Archive
The Archive offers a list of all archived records.
Calendar
Calendars are used to define the work hours of teams , the service and support hours of service offerings and the support hours of first line support...
Calendar Fields
The table below lists the fields of the Calendar form and provides utilization guidelines for each field.
Code Editor Shortcut Keys
There are a few forms with fields in which code can be maintained. In such fields a special code editor is available to make the maintenance of the code a...
Consoles
Learn more about Consoles.
Effort Class
Effort classes are used to add an additional classification to time entries that can be used to influence the cost of time spent calculations. When an effort...
Effort Class Fields
The table below lists the fields of the Effort Class form and provides utilization guidelines for each field.
Expense
Expense records are automatically generated for each invoice and for each calendar month within the amortization or depreciation period of the invoice. The...
Expense Fields
The table below lists the fields of the Expense record.
Import & Export
People with the Account Administrator role of an account are able to use the Import and Export functionality within the Records console . They can use it to...
Inbox Console
Learn more about Inbox Console.
O Auth Application
An OAuth application is registered in Xurrent when an external application needs to be able to interact securely with Xurrent using the OAuth 2.0 protocol. The...
OAuth Application Fields
The table below lists the fields of the OAuth Application form and provides utilization guidelines for each field.
Person
A Person record should be registered for each person who needs to have access to the Xurrent service. People also need to be registered so that they can be...
Person Fields
The table below lists the fields of the Person form and provides utilization guidelines for each field.
Service
A Service record is registered in Xurrent to provide a high-level description of the core functionality that the service provides. The core functionality that...
Service Fields
The table below lists the fields of the Service form and provides utilization guidelines for each field.
Service Instance
A service instance is an environment that makes the functionality of a service available. Several of such environments may exist that deliver essentially the...
Service Instance Fields
The table below lists the fields of the Service Instance form and provides utilization guidelines for each field.
Short Url
Short URLs are used mostly to shorten the long URLs with which end users can pull up a specific knowledge article or request template in Xurrent Self Service,...
Short URL Fields
The table below lists the fields of the Short URL form and provides utilization guidelines for each field.
Skill Pool
A skill pool is a group of people who share a specific capability. Unlike teams , the members of a skill pool do not need to have the Specialist role . Skill...
Skill Pool Fields
The table below lists the fields of the Skill Pool form and provides utilization guidelines for each field.
Survey
Surveys can be created to let users of a service rate that service. Each survey can consist of a number of questions that can be answered by either a 1 to 5...
Survey Fields
The table below lists the fields of the Survey form and provides utilization guidelines for each field.
Tag
Tags can be related to requests by clicking the Add Tag button to the right of the request’s subject. Up to 10 different tags can be added to each request this...
Tag Fields
The table below lists the fields of the Tag form and provides utilization guidelines for each field.
Task
A task is an assignment that is part of a workflow . There are four different types of tasks:
Task Fields
The table below lists the fields of the Task form and provides utilization guidelines for each field.
Task Template
A task template can be registered for each task that needs to be completed from time to time as part of a workflow . A workflow manager can quickly add a task...
Task Template Fields
The table below lists the fields of the Task Template form and provides utilization guidelines for each field.
Text Formatting
It is possible to apply basic formatting to text in fields in which multiple lines of text can be entered. These formatting features are offered by the text...
Timesheet Settings
A Timesheet Settings record is used to define the functionality of people’s timesheets. These settings are applied to the timesheets of all people who belong...
Timesheet Settings Fields
The table below lists the fields of the Timesheet Settings form and provides utilization guidelines for each field.
Trash
The Trash offers a list of all trashed records.