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Resolved! Documents available for Accounts

Hi,   We have a requirement as part of a CSM implementation to host invoices (pdf) for specific accounts. A registered contact should be able to access the invoices when they login using the CSM portal.   A possible solution could be to use Document ...

ayman_h by Kilo Sage
  • 374 Views
  • 2 replies
  • 3 helpfuls

Resolved! Make UI Action Button visible

I have created a button "Raise Incident", the use case is it should only be visible when the task_category (choice field) is changed to "IT Service Management".  I gave the condition in condition field inside UI Actions, it's not working. 

akashkekan by Tera Contributor
  • 433 Views
  • 7 replies
  • 3 helpfuls

Requester cannot access the community from the CSM Portal

Requester(customer_contact) attempts to navigate to the community from the CSM portal but is unable to do so. The URL becomes “csm?id=communities_terms_conditions”.The community has the page “communities_home” configured.How should it be configured t...

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Minamizono by Tera Contributor
  • 438 Views
  • 5 replies
  • 1 helpfuls

Resolved! Playbook

Hi Team,I’m exploring the use of Playbooks in ServiceNow and would like to understand the real-world limitations and challenges faced while implementing them. I’d appreciate your inputs on the following:1. Licensing – Are there any specific licensing...

lalitpawar1 by Tera Contributor
  • 491 Views
  • 2 replies
  • 1 helpfuls

Integration of ServiceNow and Salesforce

I want to integrate a ServiceNow instance with a Salesforce instance.What operations are required to integrate ServiceNow and Salesforce using the "Salesforce Spoke"?Also, is it possible to link multiple Salesforce instances to a single ServiceNow in...

Resolved! regarding the error message

Hi All,I’m trying to fetch a Service Catalog item widget on a page, but I’m getting the error message:“You are not authorized or record is not valid.”Has anyone faced this issue before? How can I resolve this and make the catalog item load properly o...

RohitPapann by Tera Contributor
  • 842 Views
  • 2 replies
  • 2 helpfuls

Indicator is doing a running sum instead of showing counts by day

When I complete data collection on an indicator created to count the number of travel requests, the values seem to be a running sum instead of a count for each date.  How do I get my indicator to show the number of travel requests that are counted fo...

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mkniola by Tera Contributor
  • 832 Views
  • 4 replies
  • 1 helpfuls