We created a survey for closed interaction (NOT incidents). We are getting results and want to link it back to the 'triggered' record. Interactions are not tasks making dot walking a little tricky. Does anyone know how to map a "asmt_metric_result" ...
Hi team,Could anyone help me out to achieve this? How to Pin & Set always open the filter component when create new case in CSM/FSM config Workspace? The below first image is coming by default with filter condition component as unopened, since it is ...
Hello Team, I have been working fsm module on my personal instance .Requirement:i want to get the current location of an field service agent . I have installed the geolocation plugin (com.snc.geolocation) and enabled the checkbox (Geo location tracke...
I have a group hierarchy set up the Assignment Group field on the Case table...but the "Find me" button that opens the Case Assignment Workbench is available to all and it displays all Assignment Groups in the filter.There doesn't appear to be any pl...
Hello, we want to implement a reporting for all cases in which we can see a lifecycle of a case. As example how long was the state 'Awaiting Info'. I tried it with the sys_audit table but there a information missing as the case number. And when we tr...
Hi,An attachment which is attached in inbound email (Quick messages) is getting reflected in the target record (Case). So to test this I was sending the quick message to my outlook. When I check in system logs, the email is sent. But not received in ...
i have an ACL issue I believe. A user submits record producer A but cannot see the number or the record after submission, however the record is in fact created. Same user submits record producer B from the same table and can see the number and record...
Hi Everyone, Is their any possibility that we can show the banner message on CSM workspace like we do on Native UI or portal (announcements)? I know we can show the announcements on Native UI based on user criteria, But I want to show the message onl...
Hello, In CSM portal, if customer is entering details about a case in one language then can this be dynamically translated in to different language. Scenario :1) Customer entered details like description etc in a case in Spanish language2) Resolver/a...
We want to change the translate the widget in other language . How should we proceed with that and does this will change the form as well which are been used under that .
List of suggested Exclude Tables and Preserve Data for cloning for CSM
Hi, I am trying to provide email client template module on CSM workspace to the business users, so that customer can add/modify the template based on their requirements. But upon working on this development, I saw the field body html "html script" fi...
I have a business requirement where I have to define customer/account specific service level agreements. This needs to be done using contracts & entitlements. I have created contract & entitlement definitions, and attached to the account. Then, I hav...
We have been facing issue with our Attachments Related List on a Case on Agent Workspace which correctly shows all attachments on the table, however when i click on the attachment it opens up the record details in a new tab while i dont see the attac...
Hi Team ,I have installed all required plugins on my PDI .I can be able to see 'Escalate Case' UI action with "Form Link " checkbox clicked.When I try to open case under CSM, I am not able to see 'Escalate Case' link under "Related Links" Section.Nee...
