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Multi SSO in CSM

Hello,We are about to configure our CSM module so that our customers (multi accounts) can as well log in using our company SSO, however they will have emails that are not our company's, has someone done this and would like to point me to a material t...

sowmya13 by Tera Contributor
  • 336 Views
  • 1 replies
  • 0 helpfuls

Resolved! How to audit changes made in the relationship record

Hi Team, We have a customer_account record and we have a related list contact Relationship.Now the requirement is if we made any change to the any of the fields in contact relationship, it should audit the same to the audit history of account record,...

Community Alums by Community Alums  
  • 1115 Views
  • 1 replies
  • 0 helpfuls

Auto update landing page list in CSM configurable workspace

Dear Community,I'm currently trying to solve a customer need, that requires simple lists on a landing page to update automatically, or somehow trigger an update on all lists in one action.Do you have any ideas on how i get these lists to automaticall...

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Adding two duration fields

I have two duration fields and i want to add the values in those two duration fields and then display the result in hours. How can i achieve it?

Community Alums by Community Alums  
  • 941 Views
  • 3 replies
  • 1 helpfuls

RITM Comments are not flowing to task

Hi Team, I am having a wierd issue where in if I post a comment on RITM as 'hi' then it is not flowing to catalog task. Again if I post any thing other than 'hi' the RITM is cascading the comments to catalog task as expected. Can someone please assis...

Resolved! How to set Default Filter on related list for all users

Hi Team, We have a requirement wherein we want only Active Location to be visible on the related list on Account Form for all users. How can we set this filter so that if any user opens the Account form, and click on Location related list, he can onl...

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Community Alums by Community Alums  
  • 5681 Views
  • 7 replies
  • 7 helpfuls

Public Form

Is there a way with a free developer instance to make a public form? When I mean public form I mean like google form level of accessibility where I can send someone a link and they can fill out the form. For example, can I make my record producer be ...

DateDiff subtract 7 days from date

Hi All,I am working on a fix script to re-calculate metrics however I need to remove 7 days from the date but I cannot get this working it stays on the same date of 19 days. I am unsure where I am going wrong so any help would be appreciated.var gr =...

Kearney by Tera Contributor
  • 752 Views
  • 2 replies
  • 0 helpfuls

Login redirect

I need to have all users that have the snc_external role to be redirected to the /cp. I am including my spEntryPage script. All users are still being redirected, regardless of role to the SOW. Is there something wrong with my script? /**  * *  Servic...

Mattikus4901 by Tera Contributor
  • 1339 Views
  • 1 replies
  • 0 helpfuls

Resolved! REST Message

Hello. All                                                                                                                                                                                              How to Securely Passing User ID and Password in RE...

Resolved! Modify the action of the Post button on Journal fields

I have a use case where on certain forms I need to require users to include a heading for lack of a better term in this forum.  Using scripts I am able to do this when the form is saved without issues, but if the Post button is clicked it bypasses th...

George P by Tera Guru
  • 1723 Views
  • 4 replies
  • 2 helpfuls

Copy some fields from interaction to case record

Hi All, I would like to edit the 'Create case' button from Interaction table in WorkspaceI would like to copy some data from interaction to case record when I create case. I found that the Ui action record of Interaction table is inactive. But I'm no...

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Max64 by Tera Contributor
  • 1112 Views
  • 3 replies
  • 0 helpfuls