See AlsoYou can save an Interaction to the hard disk.
Saving an Interaction from the Workspace
1. Locate the required Interaction.
2. From the File menu, select Save As.
The Save As dialog box is displayed.
3. From the Save in list, select the drive, folder, or network location where the Interaction must be saved.
4. Enter the name for the file in the File Name field.
5. Select the type of file from the Save As Type list.
6. Click Save.
The Interaction is saved on your computer.
Saving an Interaction from the Interaction window
1. Open the required Interaction.
2. From the File menu, point to Save As, and select Interaction.
The Save As dialog box is displayed.
3. From the Save in list, select the drive, folder, or network location where the Interaction must be saved.
4. Enter the name for the file in the File Name field.
5. Select the type of file from the Save As Type list.
6. Click Save.
The Interaction is saved on your computer.
Note
When you save an Interaction, its event details are not included if the Interaction belongs to a Team to which you do not have access and for which the Allow restricted access to Interactions for Users who do not have access to this Team option is selected in Talisma Business Administrator. For more information, see “Viewing an Interaction”.
To Locate an Interaction or Sub Interaction
1. From the Home Workspace, select Interactions from the Object Selector.
- OR -
Go to any Interaction-based Workspace.
2. Using the Left pane, find the Interaction item from the Table View.
To Open an Interaction or Sub Interaction
1. In the Home Workspace, select Interactions from the Object Selector.
- OR -
Go to any Interaction-based Workspace.
2. Using the Teams, Users, or the Search tab, locate the required Interaction. Click the Interaction ID link or double-click the Interaction.
- OR -
Press Ctrl+G. In the Goto Interaction dialog box that is displayed, type the Interaction ID.
Click OK.
The Interaction window is displayed.