CSM - Looking for a filter in Consumer>Cases tab
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02-09-2024 06:13 AM - edited 02-09-2024 06:29 AM
Can someone please help me locate where this filter generates? I went to List, then Consumer. In the consumer's record I click on the Cases tab. Once on that page, there is a filter that is auto generated. I am trying to locate where this filter is created/defined. Any help is appreciated. 🙂
My goal is to edit this filter to include the consumer name as the On Behalf of as well.
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02-09-2024 06:59 AM
Hi @kshort
Cases is a related list of Consumer Record..You can see that in native UI as well..so that filter is coming from native UI
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02-09-2024 07:38 AM
Thank you that is very helpful and I see the same now in my instance. Do you know how to access that filter so I can update it?
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02-11-2024 10:42 PM
Hi @kshort
Go to sys_ui_related_list table and search for table 'csm_consumer' and open the record with view as workspace
Then in the related list entries open the sn_customerservice_case.consumer related list entery and add the respective filter there.