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Resolved! Business Rule over Assignment Rule

Hi all, So basically, I have a before BR running on case table where it assigns the incident to the created user i.e, 'Assigned To = Created By'. (it is a part of our requirement). Now, I already have an assignment rule running on the same table to a...

Add a button to a UX List

Hello, we are trying to add a button to the banner of a list in our CSM/FSM Workspace. We were able to add a button to the list in the native UI using UI Actions, but we need it to be visible while in the CSM/FSM Workspace and it needs to be visible ...

Automatically assign agents to cases

Hello,When cases created then assignmnet group is populating automatically..here I want to assign agent automatically to normal cases based on current group. Can anyone explain the process for this. I have around 30 groups.Thanks in advance.

lucky6 by Tera Contributor
  • 2317 Views
  • 9 replies
  • 1 helpfuls

How to enable Customer Central for custom configurable workspace

Hi,  When we activated Customer Central plugin I can see "Customer Information" and "Customer Activity" tabs in interaction table in CSM/FSM Configurable Workspace.We have created custom configurable workspace and trying configure the same for intera...

Community Alums by Community Alums  
  • 1408 Views
  • 1 replies
  • 0 helpfuls

Resolved! Client Script for Duplicate Contacts

Hello,I am trying to create a client script targeting the customer_contact table to prevent contacts from being created with the same email address as another contact. However, the script below is not working and I feel sure I am just missing somethi...

cboyd12 by Tera Contributor
  • 1436 Views
  • 2 replies
  • 2 helpfuls

Virtual Agent Ai search Results

Hi,I want add to the search results in ai search in virtual agent the scorelike in the search previewin the topic of ai search (try to add it to evam with score but not return)like it: 

RivkaBr_0-1708605620579.png
Rivka Br by Tera Contributor
  • 1377 Views
  • 2 replies
  • 0 helpfuls

CSM Portal Forget Password Page Cosmetic Update

Hi Community,  We have a customer with their branded look and feel on the customer service portal (i.e. below the blue-tone page). However, when users forget the password and try to reset it, they are redirected to the below page, which is different ...

RoseL_0-1709089744616.png RoseL_1-1709089876119.png
Rose L by Tera Expert
  • 1089 Views
  • 1 replies
  • 0 helpfuls