Interaction - Associate Task - How to setup the Visibility of the Transcript/Conversation on resulting Task

Amego1
Tera Guru

On Interaction Record, the UI Action for Associate Record, after selecting a Incident, all that I can see which occurs is the new record is created on the interaction_related_record table, which then is used by a Relationship record so its displayed in the related list of the Interaction record.

What I'm not finding is a OOB feature that displays the conversation on the resulting task, either in Agent Workspace or on the Platform view of the incident.

We originally had the Legacy chat which had the UI macro/Formatter that would display the conversation, then when we moved to Connect, I had to re-program a new macro since a OOB solution wasn't found.  While I can re-program the current Macro for the platform view, in Agent workspace, before I go digging into Ribbons or something like that, i'm looking to see if there is a OOB feature for this, or maybe I'm missing something easy?

Searching these forms, some have posted a method using BR to push the transcript into the work notes of the associated tasks.

 

3 REPLIES 3

Muralidharan BS
Mega Sage
Mega Sage

HI Amego,

There is an OOB field called transcript, this transcript has the conversation msg. You can see that field in the list view. 

find_real_file.png

you can leverage this field on the forms.

Thanks

Thank you Murali, however I'm looking for something more than a work note entry, has some transcripts could be "miles long" and the time stamp does not indicate the timezone. 

no this is the oob option available, apart from this you can attach the transcript to the record using 

sn_cs.VASystemObject.getTranscriptById(<conversation sysId>)