JohanL

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solutions
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Johan Linde

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JohanL on February 19, 2024

Improvements of custom code in action sets

I have been toying around with action sets to allow some of my non-coding colleagues to be able to reuse custom code actions I have created. This can be things like adding and removing specific associations to other object. Here comes the crux: How read more

Reply Idea Workflows

1 upvote

0 Reply

sgerrits on January 08, 2021

Activity Based Workflows

Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more

Reply Idea Workflows

291 upvotes

79 Replies

JohanL

Contributor

September 11, 2023

For some scenarios, like triggering workflows, you can sometime trigger on last activity date. One case where this doesn't work - that was brought to...read more

AJGiri on May 12, 2022

Option to Display Specific Ticket Properties in Customer Portal

Currently, Tickets that get created show up in customer Portal, which is fine. However, we don't have an option to display selective Ticket Properties when a Ticket is Created. That would be really helpful, eg: we can display custom proeprties i read more

Reply Idea Tickets

21 upvotes

4 Replies

JohanL

Contributor

September 01, 2023

All in all the customer portal needs a lot of work. The ticket view in itself is really limited. Showing the conversation is all good of course, but ...read more

JohanL on August 30, 2023

Required properties for automated ticket pipeline stages

We'd like to be able to use the automation of moving a ticket to "Waiting on contact" when someone replies to a ticket but also be able to require a property to be set for that step. For now, when you have the pipeline automation of moving the tic read more

Reply Idea Tickets Workflows

0 upvote

0 Reply

JohanL on July 05, 2023

Refresh contents of custom card

Hello, I'm trying to get a form in a custom crm card (in the middle pane) to receive some data on submit, do some stuff with that data, and then present some sort of result in a text component on that same card. I can log out the submitted d read more

Reply Discussion Developer tools

2 upvotes

0 Reply

Solved

JohanL on June 22, 2023

Updating ticket description on email replies

Hello all, Would it be a horrible idea to dynamically update ticket descriptions on emails sent/received to contain the full email conversation from the associated conversation? I would like to make it easier for our support agents to find tic read more

Reply Discussion Tickets

1 upvote

1 Reply

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