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Forum Posts

Resolved! HR Case Assignment created through General Inquiry Form

Hello Team, We are working on a query, that we need to a create a system based on HR cases created through General Inquiry Form --> based on user inputs in description --> automatically determine the appropriate HR service -> need to route the cases ...

mahi14141 by Tera Contributor
  • 929 Views
  • 1 replies
  • 1 helpfuls

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
  • 1355 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 Expert
  • 1323 Views
  • 2 replies
  • 0 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!!