Policy Automation for B2C Service

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  • 1-6 of 6
  • qi yipeng
    How to pass the name of the policy model to the field of the...Answered45.0
    Topic posted June 13, 2019 by qi yipengRed Ribbon: 250+ Points 
    Title:
    How to pass the name of the policy model to the field of the custom object of the service cloud
    Summary:
    How to pass the name of the policy model to the field of the custom object of the service cloud
    Content:

    Can I map the name of the OPA policy model to the field of the custom object?

  • qi yipeng
    create incident For anonymous users in opa1
    Topic posted June 13, 2019 by qi yipengRed Ribbon: 250+ Points 
    Title:
    create incident For anonymous users in opa
    Summary:
    create incident For anonymous users in opa
    Content:

    In OPA, when I create an incident for an anonymous user object, it prompts the primary contact.contact when mapping the output table from the global entity. I don't know how to do it to successfully create an incident. Can anyone give me some advice?

    Version:
    19B
  • jeffrey gwilliams
    get details of uploaded file attachments2
    Topic posted June 11, 2019 by jeffrey gwilliams 
    Title:
    get details of uploaded file attachments
    Summary:
    need to show list of uploaded filenames from upload control
    Content:

    is there a  simple way to see a list of uploaded file names. I want to show a confirmation screen with the original file names for the uploaded documents. I can manage a list of the uploaded files by type (passport, drivers licence etc) but want an interviewee to eyeball the document list. 

    Version:
    19B
  • qi yipeng
    record all customer choice content in the interview35.0
    Topic posted June 10, 2019 by qi yipengRed Ribbon: 250+ Points 
    Title:
    record all customer choice content in the interview
    Summary:
    record all customer choice content in the interview
    Content:

    Dear All,

    I am a newcomer to OPA. Now we have a problem. My client wants to record the track of each customer's choice in the interview. Do we have any good way to achieve it?

    Please give me some advice.

    Thank you,

    Version:
    19B
  • kate James
    Standard texts3
    Topic posted June 6, 2019 by kate JamesRed Ribbon: 250+ Points 
    Title:
    Standard texts
    Summary:
    Standard texts and Conditional Statements
    Content:

    Hi, 

    I have a new requirement to display the customer's preferred name if it is not empty, but if Null the first name should be displayed

    I am wondering if there is a way to check the preferred name in standard text?

    Currently we use a variable to get user name from the object

    Hi $contacts.name.first,

    What I want

    Hi if($contacts.c$preferredname is NULL)

    I think it might not be doable in Standard text but templates

    Kind regards,

    Kathy

    Version:
    19A
  • Scott Heidenreich
    Using mathematical operators as text values2
    Topic posted June 3, 2019 by Scott HeidenreichBronze Trophy: 5,000+ Points 
    Title:
    Using mathematical operators as text values
    Summary:
    How to use mathamatical operators
    Content:

    I have a text attribute "the choice" for which a valuelist of 0, 1, 2, or 3 can be chosen.

    When I use  the choice = "0" in an excel rule - it throws an error. 

    I also have another text attribute that has ranges of numbers as choices in a value list (>1m, >.7m -1m, etc.)

    When I use the attribute = ">1m" in an excel rule it throws an error. 

    Why is this happening?

    Version:
    18D

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