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Provider Notification

If a case status is changing from awaiting info to Open, then the assigned to person should be notified so that he can pick up and continue working on that case. How to achieve this scenario using provider notification.  

Attach file isn't exist in ticket

In PDI, I created a new scope app and a table within this scope app. Additionally, I also created a record producer to create tickets belonging to the newly created table. However, I encountered an issue where when I submit a ticket with an attached ...

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Community Alums by Community Alums •  
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  • 5 replies
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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
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  • 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 •  
  • 1749 Views
  • 1 replies
  • 0 helpfuls