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Re: Limit the transaction types by role

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Hi Atul,

Once you have created your transaction type, you can hide/display them from respective roles in following ways.

 

 

1. Lets assume you have 2 roles, front office (FO) and back Office (BO).

2. Go to  IMG-->CRM--> Interaction Centre Web Client-->Business Transactions-->Define Business Transaction Profiles.

3. Select 'Default' and make 2 copies, for FO and BO. Assuming you are using "IC_Agent".

4. Select FO and in "Dependent Business Transaction" select your newly created transactions. Do the same for BO profile.

5. Now head back to your business role (CRMC_UI_PROFILE).

6. Select your business role and naviogate to "Assign Functional Profile". Here for functional profile ID "IC_BT", assign your transaction profile to respective FO and BO role.

 

Save and you should see only respective transaction in the selection box.


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