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Configuring a cascading approval with a reporting structure
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Challenge
Configuring a cascading approval with a reporting structure
2 Tasks
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
Configuring a full Case View
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Challenge
Configuring a full Case View
2 Tasks
10 mins
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The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History...
Configuring a form View
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Challenge
Configuring a form View
2 Tasks
10 mins
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After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Setting a visibility condition for form content
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Challenge
Setting a visibility condition for form content
1 Task
5 mins
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The GoGoRoad application allows customers to enter the service address by entering information in fields or selecting the location from a map. To...
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 intelligent routing
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Challenge
Configuring intelligent routing
2 Tasks
10 mins
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The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...
Configuring the Email Manager portal
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Challenge
Configuring the Email Manager portal
3 Tasks
15 mins
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The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...
Control the workflow based on business context
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Challenge
Control the workflow based on business context
3 Tasks
10 mins
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Creating data relationships in Views
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Challenge
Creating data relationships in Views
4 Tasks
10 mins
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The Mayor of MyTown asks you, the town project manager, to enable residents to report problems they encounter on line so that the necessary work can...
Creating a child case
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Challenge
Creating a child case
2 Tasks
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...