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Automatically refresh workspace reports when incident primary contact changed

edited Aug 31, 2015 8:07AM in Reporting & Analytics for B2C Service 5 comments

Content

Hello everyone,

Could anyone give some advice on the following use case?

When agents/users change incident primary contact to other person, is it possible to automatically refresh a custom report in the same workspace? The custom report is a representation of a custom object associated to Contact (one to many relationship). Please see the screenshot.

The reason why I have this ask is RNT makes no action on custom report when agents/users change incident primary contact.It only displays previous data related to primary contact rather than current data.

Thanks.

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