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What is the real need for client role?

Hello, In the platform, I don't see ACL using the client role. I want to understand if these roles are only for our platform personalization or if there is any out-of-the-box logic applied? Thanks

Joy12 by Tera Expert
  • 1886 Views
  • 4 replies
  • 2 helpfuls

Virtual Agent Survey

Is it possible to fetch line by line details of what was entered ( topic which was used) in the pat before the survey was taken? If yes how this can be achieved?  Thanks in advance!!

CSAT Score

Hi,I need to create a report that display CSAT score segmented by:Overall CSAT Score, CSAT Score by Service & by Team, help me in understanding and making the report based on this requirement 

FareezaThasM by Tera Contributor
  • 3067 Views
  • 1 replies
  • 0 helpfuls

How Do You Embed an Asana Form into a Knowledge Article?

Hello, I am trying to embed an Asan Form into a Knowledge Article. When add the code, the form displays, but after I hit 'Save' the container becomes blank and only the footer remains. I am not trying to embed a video. I am trying to embed an actual ...

CLM by Tera Contributor
  • 1297 Views
  • 1 replies
  • 0 helpfuls

Workspace Notifications are not triggering in Agent Workspace

Hi All, We have an issue where the Workspace Notifications are not triggering in Agent Workspace. We have configured the below configuration but notifications are not triggering  Can someone please provide your expertise over here? Thanks in Advance!...

Manisha30 by Tera Guru
  • 1023 Views
  • 1 replies
  • 0 helpfuls

HRSD Plugins

i have been trying to install plugins for HRSD but it showed installed but i'm finding it hard to navigate .

BisolaS by Kilo Contributor
  • 658 Views
  • 3 replies
  • 0 helpfuls

Document template and Document template category fields

Hi, Can anyone help me understand the use of "document template" and "document template category" fields on HR Case table (sn_hr_core_case). In what scenarios we use them.  Additionally, there is an OOB BR named "Doc template and category validation"...

sreekeerthi by Tera Contributor
  • 1110 Views
  • 2 replies
  • 0 helpfuls

Resolved! Script Include not called with Client Script

Hi, I am trying to auto-populate some fields when a specific field(email template) is changed.When I select an Email Template(references 'email content' table) in an hr task record producer, I want to get the email template's fields: message_html and...

YounseoC_1-1740648338554.png YounseoC_0-1740648290372.png
YounseoC by Tera Expert
  • 916 Views
  • 3 replies
  • 2 helpfuls

HR Agent Workspace View in UI Builder

Hello has anybody tried incorporating a custom modal in UI Builder? I have a UI action that uses GlideModal API but it seems it doesn't work in Workspace View and only works in form. I want to have an action button in UI builder that shows list of at...

MPNSC by Tera Contributor
  • 742 Views
  • 1 replies
  • 0 helpfuls