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New Starter Checklist

Hi All, I'm looking at our new starter process at our firm, we are moving over to a requested item from a service Catalog item that HR can submit. When this happens it creates a few Catalog tasks for setting up through the use of flow designer.But on...

Unable to change state from Inprogress to New

Needs to transfer the incident from inprogress to New to another queue, Currently incident is in Inprogress state in Queue1. trying to transfer via postman, while trying state is not changing to new still its in inprogress. Below is the json I have p...

Ajin95 by Kilo Contributor
  • 749 Views
  • 1 replies
  • 0 helpfuls

Resolved! Copy Agent Chat Transcript to Related Incident Record

Good morning, I have created the following business rule on the interaction table:Copy Chat Transcript to Related Incident:It is an after/update with one condition - State is Closed CompleteThis is the script:(function executeRule(current, previous /...

Resolved! Search Configuration Item Reference Field by IP Address

I have a requirement to be able search for a CI by not only name, but by IP address as well.  I have added IP address to the ref_ac_columns so far but am unsure how to make it so they can search by the name IP address and return the correct device.  ...

Cody17 by Tera Contributor
  • 1188 Views
  • 4 replies
  • 0 helpfuls

Resolved! Flow Designer manager approval issue

We are in the process of moving our old workflows to Flow Designer/Catalog Builder. We have an issue with the OOB Manager approval step in the Catalog builder. It's leveraging the Service Fulfillment Steps - Manager approval subflow, but when I test ...

BrianProvencher_1-1740609423034.png BrianProvencher_0-1740609402523.png

Static Attachment to be send whenever record is created

Hi,We have custom table. Whenever the record is created in the custom table. Email notification should along with the company policy PDF document. How to achieve this.We don't want any link instead of that we need the file in the email notification. ...

Arun91 by Tera Contributor
  • 515 Views
  • 1 replies
  • 0 helpfuls

Auto Populate Name based of another field selection

Hello, I have a field name Business Unit with 3 choices (HQ, IET, OFSE). I would like the Leader field to auto populate a name based of the selection. For example, If HQ is selected John Doe should be the name that's populated on the Leader field wit...

karlab by Tera Contributor
  • 1013 Views
  • 4 replies
  • 0 helpfuls