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Resolved! Auto Assignment of Interactions - revert to manual

We want interactions to be manually routed. What property deactivates populating the assigned to field? Table name: interactionfield name: assigned_totype of submission is "Walk-up" via Walk-up solution check in portal

Are new case types counted as custom tables?

Hello, It has been requested to create a new case type on a customer. The question is: is the new case type table going to be counted as a "custom table" and deducted from the CSM's custom tables entitlement? Thank you.

Sergio43 by • Tera Contributor
  • 1686 Views
  • 3 replies
  • 0 helpfuls

Knowledge Homepage in CSM Workspace

What is the recommended way to create a Knowledge Homepage accessible from the CSM Workspace by agents? I see documentation around UI Builder as well as Service Portals, but I am unsure of the best way for agents to access this information while rema...

kshort by • Tera Expert
  • 1391 Views
  • 2 replies
  • 1 helpfuls

Resolved! SLA cancellation through fix script for bulk 300+ incidents

Hi All, I have a requirement asking to cancel the SLA through fix script for 300+ incidents. There are 2 to 3 SLA's associated with each incident. Do we have any fix script to cancel the associated sla's for 300+ incidents. I have created the below f...

phr by • Tera Contributor
  • 2021 Views
  • 2 replies
  • 0 helpfuls

Resolved! CSM:Data segregation based on customer account /company

Hello Everyone, Hope you are doing well. I have a question about Data segregation based on customer account/company. We have a company(which related to account) field on incident , problem, change table and requirement is to show the records(incident...

BAK2211 by • Tera Expert
  • 1386 Views
  • 1 replies
  • 2 helpfuls

agent workspace

hi i have one agent workspace and in title i need case number and below it i need short desrciption. how do i configure it. i checked in header workspace and over there its showing to select one primary field. 

Deepanshi1 by • Mega Guru
  • 787 Views
  • 1 replies
  • 0 helpfuls

Bulk access request

Hi Team,We have a requirement, where we want to automate the bulk request of providing access.We have an e-form to provide agent access and add to groups,so for bulk, the users attach the template.But now we have to automate it.How can this be done.A...