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Portal view issue

If Vendor account option is not ticked for selected user, do not allow form to be submitted and redirect user to the admin form https:xyz.com form. I need to do this on service portal; can anyone please suggest the steps to achieve this.

vikaskumarc by Tera Contributor
  • 289 Views
  • 3 replies
  • 0 helpfuls

standard ticket page, how to show description always expanded

We are using the standard ticket page in our csm portal.  Is it possible (and how to configure) to have the description be expanded by default?  It's been an observation that the "show description" expander isn't always noticed, and our users would l...

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Gina Kuntz by Kilo Contributor
  • 998 Views
  • 2 replies
  • 0 helpfuls

Customer Central issue populating customer activity

I am having issues configuring customer central in CSM configurable workspace. The customer activity tab on the interaction record is not populating with any data despite my best efforts. I have tried modifying some of the customer central settings a...

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Reuven by Tera Contributor
  • 1132 Views
  • 3 replies
  • 1 helpfuls

Mark Answer as Accepted

I am working on an engagement model whereby customers help curate content in various forums.  Many of these users are experts and I would like to give them the ability to mark replies as correct, BUT I don't want to give them Forum Admin permissions....

Resolved! Playbook 'User Form' activity 'Complete Condition' missing

Hi all,Very new to this field and hoping someone will help.I am working on a playbook and trying to use "User Form" activity to capture some field(s) values.I would greatly appreciate any help you can provide how to validate user's input in 'User For...

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Valqe by Tera Expert
  • 849 Views
  • 5 replies
  • 1 helpfuls

Resolved! Trying to use Interactions with Yokohama

We are currently being swamped with Incidents, so I want to set up Interactions so that Agents can create Interactions instead of always creating Incidents for every call.  SO I expect that there will be a screen where the agent will create an Intera...

J Moxy by Tera Contributor
  • 529 Views
  • 1 replies
  • 1 helpfuls

Reports Publishing to dashboard

I have created reports and added them to the Dashboard.Previously, once I had saved the reports I could publish them on the sharing option. Now it only gives me the option to schedule, add to the dashboard.If I add to the dashboard without publishing...

ThokoK by Kilo Contributor
  • 301 Views
  • 1 replies
  • 0 helpfuls

Resolved! In CSM/FSM workspace how to remove incident list under mylist

Hello everyone,I am just adding the incident list under the my list section in csm/fsm configuration workspace how to remove this from my list and also i want block the entire incident list in csm/fsm configuration workspace, any one suggested me how...

Resolved! Voucher Badge

I have completed the course, and it says that I am eligible for a Voucher, but I cannot find it, can anyone help?

Populate field of a table to field

I have custom table for storing all the email communication.For inbound emails, sender email address is stored in sender field of the table,For Outbound emails, sender email address is stored in mailbox field.I want to populate the 'mailbox' field in...

SomyaSwaroC by Tera Contributor
  • 192 Views
  • 1 replies
  • 0 helpfuls

Unable to create AI search profile using guided setup

Hi All,I was trying to follow guided set up for AI Search profile. When i am trying to publish AI search profile i am getting below error:NOW-AI_SEARCH-SEARCH_PROFILE_SYNC_ERROR: Additional information - Error code : 409, Response Body : {"code":409,...