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ACL to Restrict Access to Specific Records

 I’m trying to create a reusable ACL that restricts access to certain records (e.g., interaction records) so that only users with the admin role can view them. Ideally, I’d like the script to be generic enough that we can easily add record numbers to...

Greg L by Tera Contributor
  • 207 Views
  • 4 replies
  • 0 helpfuls

Reports are not visible to some users

Hi Everyone,We have a Dashboard with some List type reports on Idea(idea) table. The records in the reports are grouped by business_unit.description field.(Business unit is a field in idea table referencing business_unit table). Reports and Dashboard...

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Madhan007 by Tera Contributor
  • 370 Views
  • 4 replies
  • 0 helpfuls

Need Help on Order Guide checkout page

Need Guidance on this,In an order guide I have a catalog with multi row variable set with fields- Quantity- Total costBefore submitting the order guide I want to copy quantity and total cost to order summary pageHow can I do this? There is no OOTB fu...

Dashboard in Service Portal

Hi Team, We have created a dashboard with some reports and added interactive filters to it. Now, the user has requested that the dashboard be accessible via a separate tab in the header menu of the Service Portal.The requirement is:Users with access ...

DIsable Comments on RITM After Close

Hi, I want to stop customers from commenting on RITMs through the portal once the ticket is closed, I've seen every post on this topic say to do it through the ACL for sc_req_item but nothing I seem to do is working, I've even disabled every "write" ...

Resolved! Post button is not visible on sc_task

Hello. The Post button next to Additional Comments, in the Notes section on the SC_task form is not showing on open an catalog task form. No seeing any UI Action for this button or any UI Policies that would hid this button. Any help is greatly appre...

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DreDay3000 by Giga Guru
  • 183 Views
  • 6 replies
  • 0 helpfuls

Survey is not triggerd based on catalog item category in RITM

Hi, I have three survey's 'A', 'B' and 'C' so and have three categories from catalog item Category is 'X', Category is 'Y' and Category is 'Z'.I want to send survey when state is resolved based on catalog item category from RITM (Variables) as per be...

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mania by Tera Contributor
  • 48 Views
  • 1 replies
  • 0 helpfuls

Resolved! Email Notifications - Incident and Requests Links to Agent Workspace

Currently I have email notifications setup to include links to Incidents (i.e. ${mail_script:incident_take_me_to_the_incident} ) and requests which open in the Default view. Is there a way to link incidents and request to open in Agent Workspace inst...

TStark by Kilo Sage
  • 6512 Views
  • 4 replies
  • 3 helpfuls

Hide Image Activities from RITM

Hi Community, I would like to know if it’s possible to hide attachment activities from the RITM. Although they appear in the activity filter, my goal is to completely hide all attachments for a specific catalog item. Any guidance on how to achieve th...

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Portal is not showing logout page

Hi,I’ve created a custom portal and added a custom page named csb_index. The issue I’m facing is that when I click on the Logout button, the system does not redirect to the standard username/password login page. Instead, it shows the two widgets that...

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How to send reminder for survey

Hi allI created a survey and a survey notification for end users, but I need help setting up reminder notifications. How can I automatically send reminder notifications to users every other day or every 3 days?Please any suggestionsThanksNandini

nandini29 by Tera Contributor
  • 29 Views
  • 1 replies
  • 0 helpfuls