Configure Special Handling Note - in workspace

[jaiho_rai]

1. Special Handling notes are visible when viewing a case ticket record from the CSM workspace (out of box)
   1. Agent opens a Case record, a pop-up displays on the right side of the workspace window showing relevant special handling notes
      • New customer added in record case there (created in the last 45 days) - This is populated in opened date in retail organizations
        • a special handling note will be visible to the agent with a quote saying --- "This is a New customer"

[Ankur Bawiskar]

@jaiho_rai 

where are you stuck?

[jaiho_rai]

I am new to CSM just trying to achieve this, which need to popup in the workspace and when record is more than within 45 days.

[jaiho_rai · Accepted solution]

I found the solution, where simply add a condition in the special handling notes - "created = at or after = 90 days"