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Lifecycle Event Activity Set Date Trigger

Hoping someone will be able to assist. We have an activity set called 'On Leave' with a date trigger. The date that triggers the activity set may change (leave start date). When the leave start date is updated by the user via an employee request, the...

NMeyer524 by Tera Expert
  • 579 Views
  • 2 replies
  • 0 helpfuls

HR profile creation only for certain users

Hi All,I want to create HR profile only for certain users with type XYZ .  The type xyz field is on HR profile.Is there any configuration for this? ThanksRa  

Raji9 by Tera Expert
  • 550 Views
  • 5 replies
  • 0 helpfuls

HR Service Case Option - Automatically Create Draft Document

Hi all, What's the functionality behind the case option known as "Automatically Create Draft Document" in the hr service case options. What are the configuration steps for enabling this case option and how it works when giving this case option for th...

Imran J3 by Tera Contributor
  • 1394 Views
  • 1 replies
  • 1 helpfuls

HR service list view group by topic category and COE

I need to group by COE and topic category on the HR service list view but when I try to personalize the list to include the COE and Topic category columns , I cant find them.I only see topic detail.When I go to record view for HR service I can see th...

Saksham23 by Tera Contributor
  • 1050 Views
  • 4 replies
  • 0 helpfuls

Resolved! Attachment API - Attach a file by URL

Hello,I am testing the Attachment API (Upload an attachment from binary request (POST) with the "Rest API Explorer" module to see if it works correctly for my needs. I uploaded a file from my computer (local) and when I try to send, it works well.Now...

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Andr_1 by Tera Contributor
  • 1803 Views
  • 4 replies
  • 0 helpfuls

Resolved! Knowledge article is not visible for a particular user

I was facing a issue i.e., for a particular user the knowledge articles are not able to see i.e., it is displaying no knowledge articles found. I have check the knowledge can read criteria but in can read criteria there is user is present when the ac...

Community Alums by Community Alums  
  • 906 Views
  • 3 replies
  • 2 helpfuls

Glide Modal :- Agent Workspace

Hi ,  There are two fields, assigned to which will be dependent on assignment group. So when I am selecting Assignment group as ABC , only ABC group members should be available to select in assigned to field. Can we achieve this? Can we pass dynamica...

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harishkolla by Tera Contributor
  • 1714 Views
  • 7 replies
  • 0 helpfuls

Currency field - how to prevent it from converting

I have a Tuition Reimbursement record producer that references a table on the HR Profile, for eligible amount, amount used, and amount remaining.  These fields display on the HR Case.  When reimbursement is approved, we enter a reimbursement amount, ...

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jrusso by Tera Expert
  • 833 Views
  • 1 replies
  • 0 helpfuls

For life cycle event case Need to create the new task

Can anyone please help me on the below query.For life cycle event case Need to create the new task , below is the taskWill you require a mobile phone YesNo Once the task is created and its assigned to preboarding specialist, preboarding specialist wi...

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nikhitha24 by Tera Guru
  • 516 Views
  • 2 replies
  • 0 helpfuls

Response template

Can we use response templates without adding channels like email,form,chat on utah version.thanks.

sri8 by Tera Contributor
  • 270 Views
  • 1 replies
  • 0 helpfuls

Resolved! Business Rules and Scope Privilege access

Hello,I configured a business rule that is supposed to Query a Document task and find out if it has a parent and if it does, once the document task is done, it should close the parent task immediately instead of waiting a whole day (default automatic...

mlamin by Giga Guru
  • 1056 Views
  • 5 replies
  • 0 helpfuls