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Email Reply Separator

I have an inbound email flow to process replies to open cases. I would like for the reply to be added to the case as an additional comment. In my flow, I am assigning the email.body_text to the Additional Comments. It's working but it doesn't apply t...

Resolved! Contact creation for CSM

Hi, When creating a contact, the User ID defaults to lowercase automatically. How to set it to make the first letters of the firs name and last name to be uppercase. example: Testing.Pink instead of testing.pink?  

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How to create contacts from existing users

We have a large number of existing users (sys_user) who are, in effect, account managers for our customer accounts.  As we bring CSM online, we would like to be able to select these users as contacts for CSM Cases.  Of course, when I try to create a ...

Tomko by Tera Expert
  • 4990 Views
  • 7 replies
  • 6 helpfuls

Don't show generated docs as attachments until approved

Hello,I have a button at the Case (sn_customerservice_case) table that generates a PDF related to this case. I send this generated document for approval. What I need to do is to have this attachment not shown in the case record if it is not approved....

KleoKocaqi by Tera Contributor
  • 308 Views
  • 2 replies
  • 2 helpfuls

send data from one widget to other

Hi, I have 2 widgets. I want to send a data to other widget. in second widget data is not coming. Widget 1: HTML: <button class="btn btn-primary action-btn pull-right" ng-click="selectItem(item.u_zoom_link)">Register</button> Client script: $scope.se...

Rosy14 by Tera Guru
  • 265 Views
  • 1 replies
  • 0 helpfuls

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Scotty88 by Tera Contributor
  • 270 Views
  • 2 replies
  • 0 helpfuls

Resolved! Improve Display of Values for a List Reference Field in the form

I am trying to get the list of values for a reference field to display in alphabetical order and for each value to display on a new line. Attached is how it currently looks, below is how I would like it to look:Supporting AnalystAbel Tuter,Tamara Dec...

gtfoster by Tera Contributor
  • 559 Views
  • 4 replies
  • 0 helpfuls

Set Date/Time Field in a form to current time

I have a field in my form that is used to show when a ticket is resolved, I need this field (when active) to be set to the current date/time Tried the dynamic field in UI builder but this didn't work for some reason

UI Page configs

 Hi all, In the above UI Page, I've certain requirements to be done:  1. In the action field - I have three values "Add", "Modify" and "Delete": If the associated case does not have any Request created - show only Add option, else the other two optio...

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Resolved! Exclude a user from the leader board in a CSM Community

We want to exclude certain users from the leader board in our CSM Community. For example, we have an employee with a lot of points and we don't want that employee to appear on the leaderboard.What is a method that I can use to exclude the employee fr...

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How to Open Related List Record in a New Tab?

Hello everyone,I’m working on a requirement where I need to open related list records in a new tab when a user clicks on them.Currently, users have to ctrl + click the url record, but I’m looking for a way to make this happen automatically. Is there ...

MulyaM by Tera Contributor
  • 624 Views
  • 1 replies
  • 0 helpfuls