Record Information - Caller Card - Recent Incidents

mcroxall
Tera Guru

Where can i go to change the Recent Interaction, Recent Incidents link from the caller card?

 

 according to  SN it says it can show last 7 days, but i would like to change so it shows 30 days in any state.

is that possible? If so, where can i change?

2025-01-23_16-11-26.png

2025-01-23_16-10-54.png

6 REPLIES 6

That would be the exact property that I previously changed. This did not work for me. However, if this did do the trick for you, I may have something to go on. Cheers!

Adithya Masetti
Tera Expert

Steps to Update:

  1. Identify the Data Source:

    • The "Recent Interactions" and "Recent Incidents" are typically linked to a server-side script or a table query defined in a script include, business rule, or widget.
    • Search for the relevant logic in:
      • Script Includes: These often control what data is fetched and filtered.
      • UI Pages/Widgets: If the card is a widget-based implementation (e.g., in Agent Workspace or UI Builder), the logic might be in the widget configuration or client/server scripts.
  2. Search for the Caller Card Configuration:

    • The caller card might be a standard component with editable properties. Look in:
      • Agent Workspace Settings (if applicable).
      • UI Policies or Client Scripts linked to the form.
  3. Modify the Filter Criteria:

    • Look for a query filtering records by created_on or sys_created_on in the logic. The "last 7 days" filter might use:
      javascript
      CopyEdit
      current.addQuery('sys_created_on', '>=', gs.daysAgo(7));
    • Update it to:
      javascript
      CopyEdit
      current.addQuery('sys_created_on', '>=', gs.daysAgo(30));
  4. Test the Changes:

    • Once updated, verify the behavior by testing the caller card to ensure it fetches and displays the data for 30 days as intended.