Tilføj dataattributter for serviceprocessen Administrer kreditgrænse
Opret dataattributter til at lagre de oplysninger, som en kunde leverer. Administrer kreditgrænse-serviceprocessen har foruddefinerede dataattributter. Opret flere dataattributter baseret på dine forretningsbehov.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil tilføje attributter:
Tilpas applikation
Skriv Service Process Studio i feltet Find hurtigt i Opsætning, og klik derefter på Service Process Studio.
Rediger en serviceproces, eller opret en.
Før du opdaterer en serviceproces, skal du deaktivere den.
Vælg Dataattributter, og klik derefter på Ny dataattribut.
Angiv et navn og API-navnet for attributten.
Vælg attributtypen.
Vælg datatypen.
Vælg om nødvendigt en overordnet attribut.
Hvis der er behov for det, skal du angive en standardværdi og beskrivelse.
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