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HR Email Routing Rules

Hello Experts,I have created some HR Email routing rules that should trigger when a specific keyword is present in the subject of the email. However, during testing, the email is not routing to the assignment group specified in the rule.We have revie...

piyush_garg by Tera Contributor
  • 545 Views
  • 6 replies
  • 0 helpfuls

Transfer Case Configuration - Limit HR Services

Hi All, I will like to limit the HR services that an agent can transfer cases to. Is this possible? We have some HR Services that we are in the process of disabling and we do not want any agents to transfer to these hr services. Thank you,Giuliana

Resolved! Conditions for Granular Delegation Add Delegates dropdown?

I'm getting some odd behavior with the Granular Delegation widget and was wondering if anyone could point me in the right direction. On the Add Delegates modal, I'm getting different lists between our two lower environments, and I was wondering if so...

Screenshot 2025-08-06 085159.png
rlugo365 by Tera Contributor
  • 446 Views
  • 2 replies
  • 0 helpfuls

Resolved! SNPI - Agile Planning

 Create a theme, epic, backlog, and a sprintAdd the stories to the sprintReview the product backlogi did all the above plan phase and validated i got a  validation error as " did you create SNPI labs sprint"  please help me to find the root cause

pavankalyans by Tera Contributor
  • 1079 Views
  • 4 replies
  • 2 helpfuls

HRSD requirement

Hello all, I am new to the HRSD module and have a requirement. Could anyone help me with it? Requirement:Create an Assignment GroupEnable Round RobinEnable Single System Assignment (SSA)Enable SSA on the Agent Availability DashboardThis is my require...

Attachment download field

I have a requirement where in an intake form user wants to download a word document from the form and then fill it out and upload it as an attachment. How can this be achieved? Thanks in advance!!

Approvals for Delegates are not visible at all in ESC Portal

Hi Team, The Delegate Approvals are not showing in the ESC portal for the end user (snc_internal) and it is showing errors in portal. Please find the attached screenshot for your reference.we are using the custom widget for generating approval and de...

Community Alums by Community Alums  
  • 1392 Views
  • 3 replies
  • 0 helpfuls