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11-30-2022 04:00 AM - edited 11-30-2022 04:04 AM
Case made by contact 1 should be visible to other contacts on portal
how to achieve this pls help.
Solved! Go to Solution.
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12-11-2022 11:05 PM
CSM uses Query rules to filter records defined in "Query Rules [sn_query_rule]" table which are applied in Query BR & ACL.
Create new query as below :
Name : Case - Account is one of my account
Application : Customer Service
Table : Case [sn_customerservice_case]
Roles : sn_customerservice.customer
Filter : Account is (dynamic) My Account
This will resolve your issue. Verify it by different users and accounts.
If my answer helped you in any way, please then mark it as helpful.
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11-30-2022 10:14 PM
try adding customer admin role for customer contact or partner admin role for partner contact.
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12-05-2022 02:38 AM
Usecase is supposed to be implemented by customer role only.
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12-05-2022 02:52 AM
There are restrictions based on roles. You can check query BR on case table.
Also there are roles OOTB installed which can achieve your requirement. There is case manager roles also.
Refer the SNOW docs for more detailed description.
As I mentioned earlier I got the same requirement which fulfilled by creating relationship and adding extra roles.
Also you can raise HI Ticket for the same if it is not helpful.
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12-11-2022 11:05 PM
CSM uses Query rules to filter records defined in "Query Rules [sn_query_rule]" table which are applied in Query BR & ACL.
Create new query as below :
Name : Case - Account is one of my account
Application : Customer Service
Table : Case [sn_customerservice_case]
Roles : sn_customerservice.customer
Filter : Account is (dynamic) My Account
This will resolve your issue. Verify it by different users and accounts.
If my answer helped you in any way, please then mark it as helpful.
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12-15-2022 10:39 PM
@Mansi Patil2 If your question is solved, please close the topic by marking my answer "Accept as Solution". This will help others searching for a similar question and will remove the topic from the unsolved list.