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Forum Posts

Approved State - CSM/FSM workspace

Hi All,We are recently working on a migration to CSM/FSM Workspace for our Sales & Operations. Topic: Approvals for Quotes under the Opportunities.After creating a quote by a Sales Rep role user, we have observed that Sales Reps are able to navigate ...

SNCOMUSER by Kilo Contributor
  • 295 Views
  • 1 replies
  • 0 helpfuls

Migrating UI action in Service Operations Workspace

I'm trying to migrate the following UI action "Search for duplicates" (table: kb_knowledge) in the Service Operations Workspace. The UI action is Client Type and it has the following script: How to write this in the Workspace Client Script? Thank you...

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Maddalena by Tera Contributor
  • 1713 Views
  • 6 replies
  • 3 helpfuls

Allocation and Consumption in CSM License

How to find which users are consuming what type of license in CSM? And how to find list of users who have what role types?And I have an issue - in production instance I am not able to see subscribed groups and users whereas in temp, I am able to see ...

Sneha KH by Tera Guru
  • 398 Views
  • 2 replies
  • 0 helpfuls

License in CSM based on roles

Hello Community,I just wanted to know what are the product licenses used based on roles in Customer Service Management (CSM).

Sneha KH by Tera Guru
  • 670 Views
  • 6 replies
  • 3 helpfuls

Resolved! Is it possible to add popup in ServicePortal & stay OOB?

Is it possible to add a popup message to the business portal on load without customizing the homepage?   I want to preserve the homepage OOB so it can get any future upgraes, therefore I don't want to add a widget to the page directly. I see CSS over...

ColeM by Mega Sage
  • 486 Views
  • 1 replies
  • 1 helpfuls