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Forum Posts

How to trigger the Q&A Genius AI search results

Hi, We recently enabled the Q&A genius reult and this often does a great job of finding a specific passage from a KB article.However, this is often hit and miss and sometimes a genius result is not displayed even though we know there is content in an...

Resolved! UI Policy condition not working for related fields

Hi Team, I have written a UI Policy on a custom form which is having a reference field called as 'Contact'. I am trying to get the 'partner' field access from account object from the related fields but its not workingI am trying to check if Partner i...

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Community Alums by Community Alums  
  • 496 Views
  • 2 replies
  • 2 helpfuls

Resolved! Assignment group is not populating

Hi all,I have written the below code in customer service application to populate the assignment group based on custom table.Script include getAssignmentGrp: function() { user_array = []; var platform = current.parent_case.u_platform; ...

Samiksha2 by Mega Sage
  • 716 Views
  • 5 replies
  • 3 helpfuls

Manages view cases for only an account

are there any CSM roles in the system which allows customer admins to only work as agents on their cases.So basically just like itil or agent role for only for their accounts.Because unless you have sn_customerservice_agent role you cannot see the wo...

cloudv by Tera Contributor
  • 327 Views
  • 1 replies
  • 0 helpfuls

Resolved! Help Understanding the checkout issue in a workflow

Hello,  I need help with the checkout issue that I am facing in one of my workflows. Though I have published the workflow, but it still shows that I have checked it out, can someone please advise on how to go about this?

Using sentiment analysis

Hi all, I am trying to use sentiment analysis and followed all the steps on the docs below, but struggling to show sentiment information on csm workspace.Configure Sentiment Analysis (servicenow.com) are there any other configs that are required in o...

Resolved! Case VS Case Escalation in CSM

Please tell me the differences between Case VS Case Escalation(or Account Escalation) in CSM.I am learning the CSME course now. And today I know a new function called "Escalation".I feel confused. I can not find the differences between Case VS Case E...

其偉単 by Tera Expert
  • 966 Views
  • 1 replies
  • 1 helpfuls

Resolved! CSM Portal Redirection after Registration in Mobile

Hi,  I have a requirement that when a consumer successfully registered their account and prompted an email to change password, when they open it via the mobile device and Submit, they were redirected to the native view of Mobile. We want them to be r...

olimanalo by Mega Guru
  • 382 Views
  • 1 replies
  • 0 helpfuls