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Best practices for importing quality data

Best practices for importing quality data are: Choose 3 options:Import data on each instance separately Commit resources to ensure clean data Do not consider cleaning data after migration Plan custom solution building for risky dataTest quality of pr...

Resolved! Logic to force purge all field values OnCreate

Hi Team, A recurring issue in our environment is something will have the Case [sn_customerservice_case] table filtered to 'assigned_to' IS "[X]" or 'Account'//'Company' IS "[Y]" , and then they will click the [NEW] UI action button on the Case table ...

Community Alums by Community Alums  
  • 1874 Views
  • 1 replies
  • 1 helpfuls

Why the link was not redirect to correct portal url ?

Hi All,Actually we have ootb case notification ,in the notification in body we have one link that redirects to that particular case in the CSM portal , but when i click that link it redirects to me different URL page like below Notification body like...

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Deepika61 by Tera Contributor
  • 2048 Views
  • 13 replies
  • 0 helpfuls

HOW TO COMPLETE DELEGATION OF APPROVALS THROUGH FLOW DESIGNER

HI ALL We get log of RITMs every week for delegation of approvals to be added for employees who are going on vacations / holidays etc and we have to manually go in into user profile and add delegates for mentioned dates  I am looking to find a way us...

karan15 by Tera Contributor
  • 1885 Views
  • 7 replies
  • 0 helpfuls

Can g_aw.closeRecord() reliably be used in other workspaces?

We currently use g_aw.closeRecord() in CSM Configurable Workspace to close the sub tab of a case. This function works most of the time but recently we have noticed that this functionality isn't working in CSM Configurable workspace when a new case ge...

ThunderDev by Tera Guru
  • 1770 Views
  • 4 replies
  • 0 helpfuls

Workspace: Activity Post Types not stored in user preferences?

Workspace: Activity Post Types not stored in user preferences?We have a requirement to make default selection of below values in workspace.  We see these are not stored in user preference and it is storing in the table Sys Activity Suplimentals [sys_...

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Prasad43 by Tera Guru
  • 992 Views
  • 1 replies
  • 2 helpfuls

Resolved! Cannot change CASE state from New to Open

I have a requisite when a Case is initiated as Request to change the state automatically to Open. The problem is, I cannot update the state (even through Business Rule) until I set an 'Assigned to' user. I'm trying to search for this rule to deactiva...

Special handling Notes for Reference Field on case

Experts, I am trying to show special handling notes created for a 'Parent Account' on a child account case . I am automating the creation of special handling notes for parent accounts and I wanted to show these notes on all cases created on child acc...

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Ram117 by Kilo Sage
  • 1072 Views
  • 1 replies
  • 0 helpfuls