As an admin I have access to templates (via the template/document icon in Contextual Menu) within Agent Workspace for both Incidents and Tasks. However, all other users with the template roles only have access to templates for incidents. How do I give users access to templates in Agent Workspace for Tasks? See screenshots below. I've tried assigning the following roles with no luck.
Roles Given:
template_editor
template_scheduler
template_editor_group
template_editor_global
template_read_global
Screenshot of Incident from user with template roles
Screenshot of Task from user with template roles
Thanks,
AJ
I initially thought Malik's solution was correct in copying the Incident Template for Task however the issue still persisted. I reached out to SN support and the solution was as simple as:
1. Navigate to Contextual Side Panel
2. Open the Template for the [Global] table
3. Click on Advanced view
4. Uncheck "Requires create access"
Thanks Malik and SN support for your assistance
AJ
Yes, it is set to "True"
Hi AJ,
finally, I found the solution.
The template button has to be added for each table individually.
Go to "Contextual Side Panel" and find record "Templates" for "Incident" table.
Copy that record and configure it for the Catalog Task table.
Kind regards
Maik
If my answer replied your question please mark appropriate response as correct so that the question will appear as resolved for other users who may have a similar question in the future.
I initially thought Malik's solution was correct in copying the Incident Template for Task however the issue still persisted. I reached out to SN support and the solution was as simple as:
1. Navigate to Contextual Side Panel
2. Open the Template for the [Global] table
3. Click on Advanced view
4. Uncheck "Requires create access"
Thanks Malik and SN support for your assistance
AJ
