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10-11-2023 05:16 AM - edited 10-11-2023 06:49 AM
Hi All,
I am trying to migrate from Agent workspace to HR configurable workspace. But, during the configuration steps I am having few difficulties and can't find any documentation related to the configuration steps. In the previous Agent workspace we didn't made any customization so we thought all the features exists in previous agent workspace will be enabled in Configurable workspace. But, looks like it is not the caseFor HR cases, at a glance section is showing correctly . For interactions, I see that it is active when checked from UI Builder page but it is not showing when user accessing the record. Same is observed with HR tasks also.
Please help me with the steps to make 'At a glance' section visible all the time for interactions in HR configurable workspace
Solved! Go to Solution.
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10-11-2023 07:25 AM
That is the record page, but you mentioned your interaction was not showing the contact details. I see that you are opening an existing interaction so that does use the At a Glance. It seems that some data is missing and this is why you can remove the hide conditions and the section shows as loading. The key will be to understand why you are not meeting the condition. This is driven from a script include so it is my assumption you need to look there. The first thing I would check is to see if you have any Application Restricted Caller Access records that are NOT at the status of "allowed". It could be as easy as this since that object leverages the hr_atAGlanceUIBUtils script include.
Regards,
Mike
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04-03-2024 02:16 PM - edited 04-03-2024 02:26 PM
Ah it appears this error is only present on sn_hr_er_case only, and not affecting sn_hr_case. I don't see any pending/denied restricted caller access items - any other likely culprits?
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04-03-2024 02:35 PM
Hi @lawrencemgann This is aligned with the functionality of ER. We typically do not populate the Subject Person on (the new ER plugin, not the legacy ER COE) because we use the involved parties as the designation for the subject of the Allegation.
Regards,
Mike
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04-03-2024 02:36 PM
This makes sense -- thank you for the explanation!
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07-31-2024 06:12 AM
@gvk I am also looking for the same to show AT a glance for interaction record as it was showing in old workspace but not in config workspace. I also removed data binding from at a glance tab but same its card icon is visible but details of the person is loading. I checked restricted caller but there is nothing. what can be done in this case to fulfill this requirement?
