Module 5 Flashcards
What should you consider when exporting a report to PDF and sharing the exported file?
- Information may be obsolete
- Access control is not enforced on exported data
What are the four tabs used to guide the user through creating a new report in the report designer?
- Data
- Type
- Configure
- Style
What can trigger a notification?
- Record inserted or updated
- Event is fired
- A script
Name three ways of sharing a report
- Schedule email
- Export to PDF
- Publish
Which tabs are used to configure an email notification?
- When to send
- Who will receive
- What it will contain
Where can users define notification channels and manage subscriptions?
All>System Settings>My Notification preferences
or
User profile menu> preferences>notifications>Core UI
Where do you go to create your own reports?
All>Reports>View/Run
From inside any list in the column context menus
What are the main report types?
- Pareto
- Donut
- Heatmap
What are some system tables that by default are restricted from the reporting module?
syslog
syslog_transaction
sys_attachment
sys_email
What are common report actions?
- Update
- Insert
- Insert and stay
- Save as report source
What are all options available when sharing a report?
- Share
- Schedule
- Add to dashboard
- Export to PDF
- Publish
For who can tags be made visible?
- The current logged in user
- Groups and users
- Everyone
What does Performance Analytics (PA) do?
Allows users to create dashboards with widgets to visualize data over time in order to indentify areas of improvement.
What is the PA Architecture?
- Widgets
- Tables
- Data Collector
- Dashboard
What can PA do in addition to calculating trends?
- Track performance against targets
- Alert when Thresholds are met
- Forecast future performance
- Compare performance at different points in time
What do templates do?
Allow form fields to be populated automatically simplifying the process of generating new records
How do you access the template bar in the classic environment?
Click the More options icon (… ) from the
form header, then Toggle Template Bar to
work with templates
How do you access the template bar in a workspace?
When the record opens, click the Template icon in the contextual side panel
How do you manually send emails to clients?
More options > Email (Classic env)
More options > Compose Email (workspace)
How do you create new quick messages?
Email Client >
Quick Messages
Click new
Submit
How do you add a quick message to an email?
See attachments
What can you use to create predefined content for email messages?
Quick messages
What are the main notification methods?
- SMS
- Meeting invitations
How do you view the notifications in your system?
All>system mailboxex>Outbound>Outbox
How do you access the notifications you have received?
All>system notification>email>notifications
What are the options when for “when to send” when creating a notification?
- Record inserted or updated
- Event is fired
- Triggered
- Script
How does dot-walking do in the context of a notification?
gathers information from a series of tables through reference fields
What are notification watermarks?
A random 31-character string that makes it unique and can be customized. It consists of:
1. Customizable prefix (3 ch)
2. Auto-numbered identifier (7 ch)
3. An underscore character followed by a random 20-charcter string
The system generates it by default at the bottom of each notification email to allow matching incoming email to existing records
How can you ensure that certain notifications won’t be unsuscribed?
Through the fields:
1. Force delivery
2. Mandatory
What tool allows agents to have real-time collaboration with others, around a task-based or interaction-based record in a Workspace?
Sidebar
In what workspaces is sidebar supported?
Is it true that Sidebar and activity stream are integrated?
Yes
What offers pre-built sets of integration actions to interact with common third-party applications?
Integration Hub
How are sets of integrations called?
Spokes
What is Automation Centre?
An application that uses dashboards to visualize, manage, and measure the health of multi-vendore lifecycles from one place, preventing future automation failures in your instance for multiple vendors.
Which roles are able to initiate the setup of Predictive Intelligence?
Admin
ml_admin
What does Predictive Intelligence do?
Uses machine-learning algorithms to set field values during record creation
What are the categories impacted by Predictive Intelligence?
End users
Frontline workers
Service owners
