EditTeamRoles template automatically edits the value for the desired Case Team Role.

To create this template, follow the below steps:

  1. Login to your AutoRABIT account.

  2. Click on Env. Pro. module.

  3. Click on Create New Template.

  4. Go to the Create Unsupported Metadata Template tab.

  5. Give the template a name and a short description of it.

  6. Select the EditTeamRole checkbox available under Case Team Roles.

  7. Click Add.

  8. On the next screen, you will find a Test case name that appears automatically by default. To add the custom test data, click on Add button. You will have the following options to check:

    • Edit Role Name: In this field, enter the previous Role Name that needs to be edited.

    • Role Name: Enter the new role name to be changed

    • Case Access: Enter the case access and if it is required.

    • Visible in Customer Portal: If you want the Role Name to be visible in the customer portal, check the Visible in Customer Portal checkbox.

    • You can even add multiple values for the above-generated test case. Click on the + symbol and fill in the fields mentioned in the earlier steps.

    • Click OK. Once done, click on Save to save this page.

  9. Next, Click Save to save the template.

  10. Once the template is successfully created, you'll be redirected to the Environment Provisioning History screen.

  11. Click the Run button to run the template on your destination org.

  12. Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the template is run.

  13. In the Post Deployment Steps, select the test cases that you have recently created.

  14. For a detailed summary report of the operation carried out, please check the View History page.

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