Symptom
When creating a new Portal Interaction in a Service Ticket, you notice that your templates are not displayed, while for E-mail Interactions, the templates are displayed.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Navigate to Service work center.
- Navigate to Tickets work center view.
- Open any ticket.
- Navigate to Interactions tab.
- Click New reply.
- Navigate to Portal tab in the popup.
- Click Templates icon.
- See the templates are not displayed.
- Navigate to E-mail tab in the popup.
- Click Templates icon.
- See the templates are displayed.
Cause
All templates maintained in the system have the Channel Type set as E-Mail by default, in case the Channel Type field is not added in the Template creation screen.
Resolution
In order to maintain portal templates, you may follow the steps below:
- Navigate to Service work center.
- Navigate to Templates work center view.
- Click + to create a new template.
- In the template creation screen, start the Adaptation Mode.
- Add the field Channel Type on the screen.
- End the adaptation mode.
- Set the value for the Channel Type field as Portal.
- Fulfill all remaining details for the template.
- Click save.
Once you try to create a new reply via interactions, the created template will be available for usage.
Keywords
Template, Templates, Service, Tickets, Channel, Channel Type, Portal, E-mail, E-Mail, Interaction, Interactions, Reply, Service Request, C4C, Cloud for Customer, Cloud for Service, Portal Interaction, E-mail Interaction, , KBA , LOD-CRM-SC-TMP , Template , How To