Gravatar for jpdery@coveo.com

Question by jpdery, May 23, 2014 11:11 AM

How to show Salesforce Case InsightPanel after new case creation?

Just that: I create a case in salesforce console, click save. The case detail shows, but the right-hand side inisght panel i configured is not automatically displayed. How to?

2 Replies
Gravatar for jpdery@coveo.com

Answer by jpdery, Nov 4, 2014 9:29 AM

I did not have a specific layout for new case. I had to rely to this code in my custom "CoveoPSAgentInsight" apex page:

$(function() { var thisCase = { IsFirstQueryOfNewCase: ('{!case.CaseNumber}'==='') };

$('.CoveoPanel').on('newResultDisplayed', function(e, args) {
    if(thisCase.IsFirstQueryOfNewCase){
        $( "<div class='coveo-noResult'>Most relevant results will appears when Case is saved.</div>" ).prependTo( ".CoveoResultList" );
        //$('.CoveoResultList').hide();
        thisCase.IsFirstQueryOfNewCase = false;
    }
}

}

Gravatar for apare@coveo.com

Answer by Alexandre Paré, May 23, 2014 2:54 PM

This should work by default.

One of the reason this occur, is if the layout how is displayed for new case do not have the side panel but your layout for your case does. The custom panel will not be added when the case is created because he didn't change the layout.

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