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attach pdf to HR Case

Hi experts,We have record producers on our HR portal and we need to configure HR document templates. How can we attach this PDF to the case while user submits the case [question answer should be included in the PDF document] TIA

si21 by Tera Guru
  • 600 Views
  • 2 replies
  • 0 helpfuls

Resolved! Doubts about Itil and Approver role

Are users who have the role itil able to approve RITMs even if they do not have the role of approver? The biggest difference between the roles would be that the approver ensures that the user can approve only the service portal view screen, while the...

How to trigger each surveys notification to multiple groups

Hi,I have two surveys (Demo1 and Demo2) configured to trigger based on different assignment groups (abc and xyz). While the survey notifications are sent correctly, the survey link in the email preview is referencing the same record (HRC00...) even f...

mania_0-1744217083063.png mania_1-1744217501472.png
mania by Tera Contributor
  • 724 Views
  • 3 replies
  • 0 helpfuls

Resolved! Each time a create new Incident form is opened, it automatically increments the incident number irrespective of the check if there is a valid incident existing with the previous number. Can we lock this down so that it only increments if there is a v

Each time a create new Incident form is opened, it automatically increments the incident number irrespective of the check if there is a valid incident existing with the previous number. Can we lock this down so that the number only increments if ther...

Resolved! Visibility of the button as per state

Hi,For the Update button in the incident form, I want a task to be done. When the state of the incident record is New, In progress, On hold, Resolved the update button should be visible. For the closed and cancelled state, it has to be hidden. How it...

NishaB by Tera Expert
  • 840 Views
  • 4 replies
  • 0 helpfuls

Resolved! Knowledge Base Update Set

Hi Guys, I have moved knowledge Base to Update Set. So Does this record includes Categories added under it or i need to manually add those categories also? Thanks

kushal2 by Kilo Contributor
  • 5099 Views
  • 3 replies
  • 6 helpfuls