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Adding fields to Views
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Challenge
Adding fields to Views
4 Tasks
20 mins
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Now that the Stages, Steps, and data objects for the MyTown 311 Service Request Case Life Cycle are configured, the Mayor and the Services coordinator...
Auditing changes to the value of fields
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Challenge
Auditing changes to the value of fields
1 Task
5 mins
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Automating actions when a property value changes
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Challenge
Automating actions when a property value changes
2 Tasks
15 mins
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The Payroll Department at TGB reports that some employees enter an incorrect bank name when enrolling in direct deposit. The payroll department...
Circumstancing Rules on a single variable
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Challenge
Circumstancing Rules on a single variable
2 Tasks
30 mins
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TGB sends an email to a candidate to extend an offer of employment. TGB company policy gives the candidate 72 hours to respond to the offer. However...
Circumstancing Rules on multiple variables
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Challenge
Circumstancing Rules on multiple variables
3 Tasks
30 mins
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As a part of the onboarding process, TGB sends an email that provides the employment start date to each new employee and contractor. This email also...
Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Challenge
Configuring a common phrase
2 Tasks
15 mins
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring a data source
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Challenge
Configuring a data source
1 Task
15 mins
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As a system architect, there is a requirement for the contact identifier to be used in dialogs in the Contact category. You have been tasked with...
Configuring business conditions
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Challenge
Configuring business conditions
2 Tasks
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring customer verification
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Challenge
Configuring customer verification
3 Tasks
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...