Workspaces are now the preferred interface for agents working on resolving the issues. Thanks to their multi-tab and compact layout, they offer an intuitive, seamless experience with all the related actions within reach without switching contexts. Th...
Greetings All,I have requirement to set one of active contract as default at the time of case creation.In my case form I have field called contract, which is getting automatically filled by system with one of active contract.I just wanted to know how...
Hi All, We have created two tables extended from Case table.1. External2. InternalSo when we are submitting any request(variables are requested for- reference to Customer table and account - referencing to Account table) from the CSM portal a new cas...
Hello Everyonei have a requiremt where i have to show some table data into thr form of pie chart and donout on the portal in a page inside a container and below and above that some other widgets.for that i created Platform Analytics dashboard as you ...
Hello everyone,I am working on a CSM portal where external customers can submit Catalog Items. We are using the OOTB functionality where submitting a Catalog Item automatically creates a Case + REQ + RITM linked together.The Setup:The external client...
When posting comments on cases from the portal, I use the mention feature. However, the search results for mention suggestions fill the entire screen, and scrolling is not displayed.I would like to display the mention suggestions with scrolling, simi...
Hi everyone,Can anyone explain me how the table that references ast_contract works. I can't seem to find any documentation on this.The table is called: contract_rel_contract_sla, and is a related list on contracts that points the contract to a SLA wi...
Hi,Currently when an Interaction is closed, I want to Create Incident/Create Request through that closed interaction however when I am clicking on Create Incident/Create Request, its validating the mandatory fields and giving error 'The following man...
Hi Team, After creating new problem record, we have field called workaround in the problem form. After filling workaround field, after saving the record, we will able to see Communication Workaround related link. After clicking the Communication Work...
On the sys_user_group table we recently created a custom field called 'Display Name'. To make the group names more understandable to the users.On the case form we currently have a reference field called 'assignment group', which references the sys_us...
We are implementing SOW on Yokohama. When creating a request from an interaction, the caller is not passed to the requested for on the request. This happens in my PDI, but not in our organization's instances. How can this be corrected?
We are facing one issue in the “if” logic of inbound flow designer to check the certain state value. Based on the condition record will be updated . When the flow is executed, “state “ is taking choice display value, rather than value. Label of the c...
Hi Team,I have created a custom header menu for a Customer Service Portal using the Instance with menu table. The header menu is currently visible to admin users but not to consumer users. Earlier, the same menu was visible to everyone, including c...
Hi, Has anyone discovered a workable solution for the current limitation where external users cannot upload attachments on the CSM portal. Our customer’s process requires an attachment as an approval document when registering an entity, so this capab...
When Self Service Password Reset plugin is enabled, an email notification called 'Customer Reset Password' is added. Any one happens to know When this notification is sen out? Is it OK to disable it?
