Virtual Agent forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

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
  • 210 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
  • 529 Views
  • 4 replies
  • 0 helpfuls

Resolved! Edit behavior of "Request For" in catalog item

HelloI have a need in a portal catalog item to filter the users possible to be selected in the "Request For".Does anyone have an idea on how I can achieve this ?I want to only return users from a specific company and not the full list.ThanksJérôme 

JrmeM_0-1743084401168.png

Resolved! Prevent automatic Request creation via Catalog Item

Hello,  i need to create a catalog item which will create a normal change which is in authorize state. It is no problem to do that with a flow but at the same time the catalog item always creates a REQ and a RITM before creating the change. Is there ...

lmao by Tera Contributor
  • 661 Views
  • 7 replies
  • 5 helpfuls

Resolved! Logout Agent's session automatically if browser is closed

Automatically log out the agent's session when the browser is closed. The system is still trying to connect the chat to an agant and by implementing this ensures that if there's only one agent online, incoming chats won’t remain stuck in the queue du...

Shivalika by Mega Sage
  • 638 Views
  • 2 replies
  • 0 helpfuls