Copy Case Feature Agent Workspace - Yokohama

Yasmin
Kilo Guru

Is there a required plugin or set up in order to see the option "copy case" in Agent Workspace?
I have installed Agent Workspace on my PDI and on subprod environments, but this option is not available. 
According to Docs, Copy a case in Agent Workspace for HR Case Management,  it doesn't mention any required set up. 

Please help. Thank you.

 
 
 
 
 
 
 
 
2 REPLIES 2

Kamal17
Kilo Sage

@Yasmin You are right, no extra configuration needed to see "Copy Case" option. Follow these troubleshooting steps.

- Make sure you installed the right plugin "App id: sn_hr_agent_ws".

- If the plugin is right, then just execute cache.do and logout.

- Login as an admin or a user with sn_hr_core.case_writer and sn_hr_core.case_reader roles. Open a case in the HR agent workspace and click on more options (3 dots). You'll see the "Copy Case".

 

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Regards,
Kamal S

I have the same problem and these troubleshooting steps did not resolve the issue.