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Should we use CSM?

My organization is an Insurance Provider.  We are working with one of our lines of business, because they have CSRs who act basically like a help desk call center for Insurance Agents.The Agents call with issues such as Having issues updating informa...

Doug C_ by Tera Contributor
  • 912 Views
  • 2 replies
  • 0 helpfuls

How to override Read-only API?

Hi, everyone.I want to override the API that links Case and Incident: CSMIncidentIntegrations. Based on information in KB0817494, a field that is not specified in OOB was successfully federated.However, you cannot change the target of the field speci...

Need help Simulator Training Task

Below are a few tasks that I am stuck in my CSM Simulator Training assignment. Please help with that.1. Contract and Entitlement Management:-The asset entitlement '24x7 Support' has not been setup correctly.2. Case Management:-There isn't a dictionar...

Sabbi by Giga Contributor
  • 758 Views
  • 2 replies
  • 0 helpfuls

Move the Values

Hello @ExpertsNow  Greetings!!!Lets say we have 2 groups in service now one is software and one is hardware so i have added users ABC in hardware group and DEF in the software. Now I would like move DEF to hardware group and ABC to the software group...

Krishna142 by Tera Contributor
  • 328 Views
  • 2 replies
  • 0 helpfuls

Contextual Sidebar Panel

Hi.The question is about the settings in the UI Builder, specifically the Record Page.I have the Contextual Sidebar set to be hidden by default.When I open the CSM Workspace, it is indeed collapsed, while the view remains blank. And I would like the ...

create internal knowledge base

Hi. We have several public-facing knowledge bases and need to create one more kb that can only be viewed by logged-in staff users. What is the best way to set up the internal KB so that it is invisible and inaccessible to the public? Thx, rob

Sharing report with contacts on CSM portal

Hi All,Cannot share reports based on the case table with the contact on CSM portal.report is shared to everyone and added to portal via reports widget.but when customer(with sn_customerservice.customer_admin role) tries to view the report, following ...

Portal Reports

I need to add reports to the CSM portal, and I was able to make them visible to customers using the information from this KB article: https://docs.servicenow.com/bundle/washingtondc-customer-service-management/page/product/customer-service-management...

Visibility of the reports in csm portal

Hey guys, maybe you can help! My task is to make some reports visible in the portal for customers (external). I created 4 reports (in global) For me (admin) and for everyone with internal role is working, they can see the reports but for customers th...

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