通过将主动帮助组件放在记录页面上,帮助您的 IT 履行者和合规经理更快地解决服务请求。授予团队成员对此卡片组件的直接访问权,使他们能够直接在工作流中查看、刷新实时 AI 采购推荐并采取行动。
要授予 IT 履行者和合规经理对 AI 采购推荐的访问权限,请使用 Lightning 应用程序生成器将主动帮助组件添加到服务请求页面布局。
从应用程序启动程序中,查找并选择 IT 硬件资产管理。
选择服务请求,并打开任何活动记录。
单击设置,然后选择编辑页面。
在组件窗格中,查找主动帮助。
将主动帮助组件拖到页面上。
选择保存,然后选择激活。
在组织默认值中,选择分配为组织默认值。
选择桌面,单击下一步,保存更改。
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