Servicely Administration
Multi-tenancy
If you believe you will need to enable Multi-tenancy, please mention it to your Account Manager prior to enabling anything to determine if it is the right fit for your organisation. Servicely provides the ability to enable Multi-tenancy on an instance, which allows you to securely separate data per “tenant”.
Instance Cloning
In Servicely, maintaining alignment between your production environments and non-production environments (e. g.
Change Sets
Enhance your deployment strategy with our comprehensive guide on Change Sets in Servicely. Learn how to effectively track and manage configuration changes across development, testing, and production environments.
Data Import & Transformation
To assist with importing data into the system, there is a range of functionality to help with getting the data, into the tables and format that you require. This can assist with importing data from a spreadsheet, via LDAP or other integrations that you may utilise.
Reference Qualifiers
A reference qualifier filters the available records shown on a reference field’s selection. For example, if you need to restrict the available options on a form’s field referencing the Location table, you would need to configure a Reference qualifier for that reference field.
System fields and their behaviour
These are the fields that are accessible from every record and table by default (except when defined as otherwise). These fields are always read only.
System Event Definition
System events provide an API and methodology for processing any type of event that can handled asynchronously and on background threads. Candidates for this type of event include audit related actions, triggering integrations and batch calculations.
Timezone Management
Timezones can be managed in two (2) different ways - directly for users, and for the entire instance. When updating the Timezone of an instance, keep in mind that this change will impact existing calculations (including but not limited to Timers in Workflows, and SLAs).