Report as defaut homepage
Topic by Navin JoseDear Experts,Can we configure the Agent Desktop such that on login, the welcome page (home page) is a report or dashboard. If yes, please share how to achieve this.RegardsNavin Jose
View ArticleContact object 'Referral'
Topic by Navin JoseDear Experts,I have a requirement in which the existing Contacts can give 'Referrals' of other contacts, which will then again be new contacts. We have to associate the original...
View ArticleCO's Custom field validation (1 Comment)
Topic by Mohana Gopal SelvamHi Gurus,We have one text field in the CO. Shall we include the masking for the custom field which is available for standard object's custom field?Our requirement is the...
View ArticleValidation rule in Workspace. (9 Comments)
Topic by Bishnu PaudelHi all,I have 3 Yes/No fields in a workspace and the user must select at least one as "YES" before the record can be saved. I am unable to do it from workspace rule.Please...
View ArticleReport Control Height
Topic by Neal SacharHello,I am running into an issue with a Report Control in a Workspace - I have fields both above and below the Report Control and this causes the height of it to shrink dramatically...
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Turning Off the Thread Header Attachment Control - Possible? (2 Comments)
Topic by Mike WaldronIs there a config or anything that turns off this thread header attachment control?It shows up when a file attachment and a thread have the same timestamp (I'm assuming one-second...
View ArticleRemove Save and Close button (1 Comment)
Topic by Mohana Gopal SelvamHi Gurus,How to remove the Save and Close button from the ribbon.Thanks,Mohan
View ArticleData Import Wizard - Thread not getting updated (2 Comments)
Topic by Bhagwan Singh MerHi,I've created a simple DIW template which has below data.Iam trying to add the notes "note 1 by Robin" or "note 2 by Danny" in incident private...
View ArticleData Import - Million Records (1 Comment)
Topic by Luis MeloHi all,Incidents have a Reference #, which format 6 digits (date) – 6 digits (incremental)… e.g. 101215 – 000001.This Reference # is generate automatically by the system when the...
View ArticleAuto-populate field when Offer Advisor selected
Topic by JLFolkmanIs it possible to auto-populate a field on the contact record when an offer in the Offer Advisor is set to a certain value?
View ArticleHolding incidents to pause/stop SLA 'clock' (1 Comment)
Topic by Liam CurranHello, I'm hoping for some help please.Is it possible to put an incident 'on hold' so that the SLA countdown is paused and continues when the incident is no longer 'on hold'? We...
View ArticleIncident with Particular category should create an Opportunity (1 Comment)
Topic by chidambaram CTif an incident is created with "Training" category then I want to convert that Incident into Opportunity. I want to achieve this by Business rule. Is this possible by business...
View ArticleWorkspace - add a popup messages reminder (4 Comments)
Topic by DaveOWe would like to add a few informational pop up messages on our workspace. Similar to when a validation message dialog box tells you a required field is still blank.How can we go about...
View ArticleContinuation tasks using workflow (5 Comments)
Topic by Bhagwan Singh MerHi,Has anyone, using workflow feature, created continuation task flow?Say for example there are 3 tasks to be completed when agent select certain Prod-Cat combination.However...
View ArticleSame staff handling more than one profile? (3 Comments)
Topic by Muthulakshmi MuthaiahHi All,We have a requirement like one staff handling more than two branches.For eg. Routing process...
View ArticleSplitting Workspace into 2 Columns (1 Comment)
Topic by Matt MillerContentHi,I am sure I am missing this in the KB or on this forum, but I am having a difficult time splitting a workspace into 2 columns, without Controls affecting the spacing. I...
View ArticleRule to trigger a workspace from a workspace? (4 Comments)
Topic by Simon EcclesHi there,I hope I am posting this in the correct place, apologies if not.I am looking for some assistance regarding Workspaces. I would like to create a rule that will trigger...
View ArticleError When Deleting Country (1 Comment)
Topic by Frank LittlejohnContentWe have duplicate country values for the US. When we try to delete one, it gives an Oracle Service Cloud Error after hitting Save:An error has occurred.Error running...
View ArticleQuestion Hierarchy in Agent Scripting
Topic by Vivek GoelI would like to implement Question Hierarchy in Agent Scripting similar to guided assistance i.e. when user answer first question then only second question will appear. I would like...
View ArticleDate field is missing in data import-Incident (1 Comment)
Topic by Muthulakshmi MuthaiahHi All,In Incident data import wizard,I could not find the date created and date closed columns.Can anyone help me how to map those columns while importing the data for...
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