How to show additional fields for request/incident in the agent chat window

Rajendra Bagad2
Tera Contributor

User post any tickets or request number in the chat from portal like shown in the below picture.

RajendraBagad2_0-1695206177067.png

In the backend, Agent is getting the details of the request in his/her workspace chat window.

RajendraBagad2_1-1695206243497.png

RajendraBagad2_3-1695206309156.png

 

RajendraBagad2_5-1695206476329.png

 

We have another custom field on the incident table e.g. chat interaction number, How to get this custom reference field in the agent chat window as a reference? Please suggest.

 

 

1 ACCEPTED SOLUTION

Arpan Baishya
Kilo Sage

Hi @Rajendra Bagad2,

 

This link might help you out - How to change card view on the Agent chat? - Support and Troubleshooting (servicenow.com).

 

You could check if you already have a view with the name 'connect' on the UI View [sys_ui_view] table first. If it's present, check under the 'Lists' related tab if you have an entry for the Incident table. Depending on whether it's there or not, you may either modify it or create a new entry using List Layout (as mentioned in the article).

 

Let me know if this helped you.

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2 REPLIES 2

Arpan Baishya
Kilo Sage

Hi @Rajendra Bagad2,

 

This link might help you out - How to change card view on the Agent chat? - Support and Troubleshooting (servicenow.com).

 

You could check if you already have a view with the name 'connect' on the UI View [sys_ui_view] table first. If it's present, check under the 'Lists' related tab if you have an entry for the Incident table. Depending on whether it's there or not, you may either modify it or create a new entry using List Layout (as mentioned in the article).

 

Let me know if this helped you.

Badal Khojare
Mega Sage
Mega Sage

Hi @Rajendra Bagad2 ,

You can try to achieve this  via Before insert Business rule on incident table or a Script Include. Check if there is a field on Interaction table that specifies Incident number. Then Glide the Interaction table, take the Inc number from the field and insert in your custom field on incident table.

 

 

Please Mark My Response as Correct/Helpful if it helped.
Regards,
Badal Khojare
Community Rising Star 2023