Activate Unified Consumer

Activate the Unified Consumer functionality within the Customer Service Management (CSM) application by updating the Consumer script include. This modification enables you to display the other sys_user extension records in the reference list for the users in the csm_consumer table.

Before you begin

Role required: admin

About this task

To enable access to sys_users (internal users), add the sys_user to the user extension in the Consumer script include.

Procedure

1. Navigate to All > System Definition > Script Includes.
2. Open the Consumer script include and modify the script as follows:

   Add the initialize method to the Consumer script include and set this.userExtensions value.

   var Consumer = Class.create();
   
   Consumer.prototype = Object.extendsObject(ConsumerImpl, {
       initialize: function() {
           ConsumerImpl.prototype.initialize.call(this);
           this.userExtensions = ["csm_consumer_user", "sys_user"];
       },
   
       type: 'Consumer',
   
   });

   Note:

   While creating a consumer user from the consumer form, you are redirected to the interceptor form to select the user type.
3. Select Update.

What to do next

Add a user to your instance. For more information, see Creating and associating a Unified Consumer user to a consumer record.