Record Information - Caller Card - Recent Incidents
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01-23-2025 02:12 PM
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?
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05-25-2025 11:39 PM
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!
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01-24-2025 01:05 PM
Steps to Update:
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.
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.
- The caller card might be a standard component with editable properties. Look in:
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:javascriptCopyEditcurrent.addQuery('sys_created_on', '>=', gs.daysAgo(7));
- Update it to:javascriptCopyEditcurrent.addQuery('sys_created_on', '>=', gs.daysAgo(30));
- Look for a query filtering records by created_on or sys_created_on in the logic. The "last 7 days" filter might use:
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.