How to add watchlist users also in My Lists in CSM portal

Gopal14
Tera Contributor

Hi Team,

 

How to add watchlist users also in My Lists in CSM portal.

 

Rightnow when I click on My Lists header menu, In All Cases right now it is displaying all the cases which you are the contact person.

Now if I am adding any person in watchlist of the cases, he is not in contact, Now I want watchlist user also able to view case in CSM portal under All Cases.

 

Gopal14_0-1740148170882.png

 

 

@Jaspal Singh @Community Alums @Anil Lande 

16 REPLIES 16

@Kieran Anson I have added query rule, It is working as expected in All Cases when we have added a user in watchlist, However in my cases also it is showing that case record, my cases it needs to show only based on contact right 

Apologies, I don't understand your last response

I have created new query rule for watchlist

Gopal14_0-1740492965609.png

It is working fine as for All Cases

Gopal14_1-1740493027991.png

 

In All Cases it is showing both Contact and watchlist user for logged user based on his cases.

 

However In My Cases menu, it needs to show only based on Contact, not based on watchlist.

Means: Logged in user is contact then only case needs to show in my cases menu, If logged user is part of watchlist in any case, then in my cases menu that case should be hidden.

 

 

You would need to modify the query so the following is updated in the script include:

initiated_as_request=false

initiated_as_request=false^contactDYNAMIC3a3138280f3e10103ff81b41ff767e9f^EQ

Gopal14_0-1740496619344.png

This one only right