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SOP: Freshservice: Masterdata customized set up in Freshservice

Modified on: Wed, 10 Aug 2022 13:55

Masterdata documentation


Introduction

The Master data form is designed to help new vendors to provide Oatly with their company and billing information. This information is then relayed to the Master data group that manages the vendor information inside Oatly.

Further information can be given by the DPO Mattias Lind. 

 

Accessibility from the outside

The form was designed in a way that makes it possible for the vendors to submit the needed data, without having an account in Oatlys instance of Freshservice.
 
 To fill in the form they can visit: https://oatly.freshservice.com/support/home there they will see the “Vendor Registration” box underneath “Report an issue”. Or alternatively they can access the form directly via the following URL: https://oatly.freshservice.com/support/tickets/new?vendor=true

The “Vendor Registration” box is only visible for people that are not signed into the portal. So the newly added box does not disrupt or distract Oatly employees that are signed in.

 

Security

The link is in theory accessible for everyone on the internet, so to mitigate bots from creating spam tickets with false information a captcha was added to stop this. Generally the security is the same as for the “Report an issue” form.

 

Portal changes

A few HTML tweaks were made to the portal, to create the new “Vendor Registration” box. They can be found under -> Admin -> Helpdesk Rebranding -> Customize portal -> Portal pages -> Portal home.

A script was also added to the header, which It can be found under -> Admin -> Helpdesk Rebranding -> Customize portal -> Portal layout -> Header.

The vendor form script loads when the page is loaded. It checks if the url endpoint contains ?vendor=true. If true, the script performs a click event to choose the dropdown value to show the vendor form.

It then hides all unnecessary fields to the vendor form after a small delay (500ms). The delay is to make sure the HTML is loaded before the script is initiated.

Important to keep in mind!

It is important that all of the field values remain with the same names, other wise the script will not work properly!

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