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Resolved! Create a KB Template

Hello!Trying to remember where to do this and not 100%I have a template that I want to useI went into Knowledge > Admin > Article TemplatesCreated a new one for How to (Standard)Added the field BODY as HTML, but I have default wording I want in there...

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Change approval policy sequence

I have used OOB flow for change approval, we require 2 approvals which is manager and CAB.Now both the approvals trigger together where as we wanted it to trigger in sequence so i have added sequence under policy input in approval policy and in decis...

Need help for this question .

Access controls are evaluated in this order:1. Match object against table ACL2, Match the object against field ACLWithin step 1 above, what order are the table ACLs evaluated?A. Specific to general: Table.Field ACL, Parent Table.Field ACL, *.Field AC...

SaanviB by Tera Contributor
  • 830 Views
  • 6 replies
  • 1 helpfuls

Extracting data from attachment

Hi All,There is use case where user will attach an attachment that may be doc or pdf or png or excel or csv etc. Attachment will be on the incident form, Now we have to extract all the data which is in that attachments, How do we extract data in the ...

How to list Incidents with a Related Change Request linked

I would like to list all the Incidents where, in the Incident Details form, in the Related Records section, a Change Request was added â€ƒI ran the filter below on the Incidents table but no records are returned.  â€ƒI assume it is because there is a man...

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J Moxy by Tera Contributor
  • 327 Views
  • 1 replies
  • 0 helpfuls

Could Not call a Flow from BR

Hello all, I have created a flow designer with a trigger condition like, Updated and the table name selected is Business Application and Condition is: Description contains Test 123.and later I am triggering approvals from the Actions. My requirement ...

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Lucky1 by Tera Guru
  • 601 Views
  • 7 replies
  • 0 helpfuls

Create case page in HR workspace

Hi Team, In HR Workspace, the description is visible only if coe and service are selected, i checked UI policy but there is no such. How to find the cause. Also if i create a case it shows you dont have permission to read the record. "You do not have...

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preethigovi by Tera Contributor
  • 330 Views
  • 2 replies
  • 0 helpfuls

Client Email template

Hi , I want attach a doc in the client email template based on predefined condition email template needs to populate. And attached needs to update dynamically based on the current record details. eg:for the incident INC*****90, Then in the doc there ...

Arun_Manoj by Mega Sage
  • 397 Views
  • 3 replies
  • 1 helpfuls