Setup the Case Record Chat Module

Introduction

After installing the Case Record Chat module, you need to incorporate it with Case Management Studio. This page walks you through the recommended incorporation steps.

Incorporate Record Chat

To incorporate Record Chat with Case Management Studio, you need to add it to the Case Summary by performing the following steps:

1. In Appian Designer, navigate to the CMGT Case Management Studio Base application.
2. Search for CMGT_Case_RecordView_Summary interface.
3. In the Expression Editor, find the columnLayout with the CMGT_Case_CaseDetailsSummary expression rule.
4. Above CMGT_Case_CaseDetailsSummary, add the CMGT_SS_AI_AppianSmartSuggestionsWrapper_Display interface.

5. In the contents parameter of CMGT_SS_AI_AppianSmartSuggestionsWrapper_Display call the CMGT_RC_AI_RecordChatCases_Display interface and pass in the the case parameter.

   

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