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Resolved! project portfolio planning workspace

In project portfolio planning workspace, if I click on protfolio's there is IT Intake and prioritisation, I could see Demand(3665) and Projects(2076) and when I click on "proejcts" under "Planning items", it is showing only 89 projects out of 2076. P...

ATF - Create a user step - Is there copy option?

Hello, I am trying to use the step Create a user rather than using an existing user so that we can avoid disturbing other people to test with different roles. But the issue is, as a tester - I do not need to know what are the groups or roles that the...

Shan C by Mega Guru
  • 728 Views
  • 6 replies
  • 8 helpfuls

Quick Messages - Preview Functionality

Hello, I am wondering if there is a way to preview Quick Messages to see how they will display in a real email for a client without pretending to open a case in Agent View (HR agent workspace).  Something similar to the "View Article" functionality f...

Justin W by Tera Contributor
  • 689 Views
  • 2 replies
  • 1 helpfuls

Add Journey tasks to Playbook

Can anyone help me figure out how to add journey tasks to a Playbook?  I have one which shows the activity set correctly, but I want to add Journey tasks as well

Jonatan4 by Giga Guru
  • 295 Views
  • 2 replies
  • 0 helpfuls

Problem Record need to get auto closed after 7 days

Hi @Ankur Bawiskar , @Dr Atul G- LNG 1.After problem record get resolved or comes to Resolved state then we have wait for 7 days then problem record get auto closed2. Through Schedule Job how we can achieve this functionality without touching or goin...

Community Alums by Community Alums  
  • 574 Views
  • 9 replies
  • 1 helpfuls

Resolved! Note taken after a SIR is created off of INC

Hello everyone!  We have a button on our all INC that allows us to create an SIR.  However, the group that creates said SIR cannot read the SIR based on security permissions and cannot see the ticket in the related list. What I would like to do is si...

How to visit url programmatically?

I want to visit a website programmatically and get the URL.Sample:Visit this website: www.samplesite/12345Upon visiting website it is possible that the URL will change to this: www.samplesite/12367 I want to get the changed website: www.samplesite/12...

ican by Tera Contributor
  • 371 Views
  • 3 replies
  • 0 helpfuls

Resolved! Service Ops Workspace

In Service Ops Workspace, I have created a couple custom category/sub-category items to show up in the hamburger menu.  They were created in the UX List Menu Configuration, under 'Default - SOW'.  It appears as if only those that are admins can see t...

Lloyd700 by Tera Contributor
  • 659 Views
  • 4 replies
  • 0 helpfuls

SOW List configuration group by column

Utah Patch 3 We created a new list category and several new lists in that category.  The lists are are based on the Task table and have task type as the group by column.  The lists are displaying correctly in SOW except the data is not grouped; that ...

mah1 by Kilo Sage
  • 710 Views
  • 4 replies
  • 0 helpfuls

Multiple records in one catalog item

Hello,  Is it possible to submit several records in a single catalog item? I would like to enable user to submit mulitple expense reimbursements at once. I imagine, perhaps a button that would dynamically duplicate the 6 marked fields.   

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