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Help needed adding Templates to HR Agent Workspace

Lauren S_
Kilo Contributor

‎03-09-2022 11:57 AM

Hi Community,

 

I've scoured product documentation, community posts, and googled galore- but I cannot seem to find a way to have Templates (HR Templates) visible in the Contextual Side panel within the HR Agent Workspace. Has anyone had luck attempting this?

I can add an action assignment that says "Templates" but just spins when I click on it. I can view Templates on tasks and incidents. I'm starting to think HR Templates cannot be set up for use within the HR Agent Workspace, but I don't understand any reason for that. My team relies heavily on templates and not having them accessible in the workspace is quite an inconvenience.

If anyone has any thoughts or suggestions, I would greatly appreciate it!

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5 REPLIES 5

Swarup Bhaumik
Tera Contributor

‎10-10-2023 06:12 AM

Hi,

Has anybody got it working for HR Agent Workspace? Is there a way we can get the template functionality available on Service Operation workspace to be available on HR Agent Workspace (we don't use response template)?

 

Thanks

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