I'm looking to add an icon the the area circled in red to alert an operators is there is an open CSI on account. I've seen some other organisations doing the same, but I cannot find anything that explains how.
Thanks!
Urgent CSI is one of the flex header elements that comes with Tessitura, so you can copy that and remove the urgent indicator bit. If you're wanting a good place to start with learning how to use Flex Headers there's a powerpoint from TLCC2017 titled "Creating Popup and Flex Constituent Headers". It doesn't seem like I can attach files here or I would. But hopefully you can find it by searching the website.
Kanani (or anyone else), do you have the sql code for an Open CSI header element? I tried copying the Urgent CIS element and removing the urg_ind = 'Y' portion, but now the icon appears for any CSI, regardless of it's open/closed status.
Here's one we have for a specific CSI type
select top 1 at.description from T_CUST_ACTIVITY ca join VRS_CUST_ACTIVITY_TYPE at on ca.activity_type = at.id where customer_no = @customer_no and activity_type = 146
Thanks Kanani :)