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Building a CEO Dashboard

Hi Everyone, I'm trying to build a CEO dashboard but unable to see an documentation or video for guidelines to build one. Can anyone please provide any useful documentation or blog that is useful for the beginners ?Thanks in advance! 

Stimson by Tera Contributor
  • 625 Views
  • 2 replies
  • 0 helpfuls

How to pass field value from UI action to another form field value

Hi Team, I have a requirement wherein when we click on a UI action it should open another form and copy the value in Contact field which is a reference field from current form to the new form of same field type.Below URL is getting opened which is a ...

Community Alums by Community Alums  
  • 603 Views
  • 4 replies
  • 2 helpfuls

How to set RITM short description in flow designer

how set ritm short description with other variables values in flow designerEx . I want to populate RITM "'name' +for+ 'request_for' " in short description of a RITM with flow designer. Can I directly add sting values to the Description in flow design...

Rahman786 by Tera Contributor
  • 491 Views
  • 1 replies
  • 0 helpfuls

Resolved! How To add end user name in chat Panel

Hello Team, I am configuring Agent Chat and need assistance with adding a user name to the chat panel. Can anyone suggest how to include the end user's name in the highlighted panel below? 

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Getting the duplicate entry

We a custom table u_pets, when certain conditions match the new entry will be treated as duplicate. Now, how change the status of all records created except the first one to duplicate. Below is my script that is returning all record matching conditio...

Change model ACL and User Criteria

Change model has write roles AND can read defined, which user has the ability to modify the change model record1. user with itil admin role2.user with sn change write role3. User with Write role OR that match the can write user criteria4. User with W...

Cloning Instances from Production to Test/Dev

Hi All,Can anyone share any documentation or steps on how to clone instances from production to test or dev instances?After cloning, is it possible to revert back to the old instance?For example, if we clone the production instance to a test instance...

Hari S1 by Tera Contributor
  • 502 Views
  • 3 replies
  • 1 helpfuls

Exist a way to verify a not audited change?

Hello team, recently one Record's Status was changed to "resolved" but don't exist any log record related to that change, we have verified the History, the sys_audit records, sys_script_execution_history and import_log to verify if it was change manu...

RodrigoC by Tera Contributor
  • 414 Views
  • 3 replies
  • 0 helpfuls