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Cancel a lifecycle event

Hi, I am a little confused. I made an onboarding lifecycle event and opened a lifecycle event case for a user. I tried cancelling the case, and the state changed to 'Cancelled'. However, the child tasks' state didn't change. About a week after the at...

YounseoC by Tera Contributor
  • 370 Views
  • 3 replies
  • 1 helpfuls

Resolved! Lifecycle event case task be optional

Hi, I need help. I want some tasks under lifecycle event case to be optional. That is, even if the user did not close complete the optional task, the case will go on to next activity set or the next process. Also, in the end, the case should be close...

YounseoC by Tera Contributor
  • 507 Views
  • 2 replies
  • 2 helpfuls

Hide COE "HR Case" while case creation

Hello Experts,I want to hide COE "HR Case" while case creation. Please help. @Community Alums : I have also tried a solution using the "COE security configuration " by creating two records of read and write. 

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aksh3 by Giga Guru
  • 425 Views
  • 3 replies
  • 0 helpfuls

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 Contributor
  • 894 Views
  • 4 replies
  • 0 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
  • 1102 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
  • 421 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
  • 388 Views
  • 1 replies
  • 0 helpfuls

Checklist visible in HR Agent Workspace

hi Guys! We have configured checklists on some HR Services so that HR Agents have clear instructions what to do and in which order. They're not mandatory so it is possible to close the case without all checkboxes being ticked off.  Is there a way to ...

KajaP by Tera Contributor
  • 526 Views
  • 2 replies
  • 0 helpfuls