Case made by contact 2 should be visible to other contact 1 and other contacts portal

Mansi Patil2 · ‎11-30-2022

Case made by contact 1 should be visible to other contacts on portal

how to achieve this pls help.

Omkar Ranjane · ‎12-11-2022

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.

Jayesh 315 · ‎12-12-2022

My issue is solved . Thank You so Much