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Are new case types counted as custom tables?

Hello, It has been requested to create a new case type on a customer. The question is: is the new case type table going to be counted as a "custom table" and deducted from the CSM's custom tables entitlement? Thank you.

Sergio43 by Tera Contributor
  • 782 Views
  • 3 replies
  • 0 helpfuls

Knowledge Homepage in CSM Workspace

What is the recommended way to create a Knowledge Homepage accessible from the CSM Workspace by agents? I see documentation around UI Builder as well as Service Portals, but I am unsure of the best way for agents to access this information while rema...

kshort by Tera Expert
  • 586 Views
  • 2 replies
  • 1 helpfuls

Resolved! SLA cancellation through fix script for bulk 300+ incidents

Hi All, I have a requirement asking to cancel the SLA through fix script for 300+ incidents. There are 2 to 3 SLA's associated with each incident. Do we have any fix script to cancel the associated sla's for 300+ incidents. I have created the below f...

phr by Tera Contributor
  • 905 Views
  • 2 replies
  • 0 helpfuls

Resolved! CSM:Data segregation based on customer account /company

Hello Everyone, Hope you are doing well. I have a question about Data segregation based on customer account/company. We have a company(which related to account) field on incident , problem, change table and requirement is to show the records(incident...

BAK2211 by Tera Expert
  • 628 Views
  • 1 replies
  • 2 helpfuls

agent workspace

hi i have one agent workspace and in title i need case number and below it i need short desrciption. how do i configure it. i checked in header workspace and over there its showing to select one primary field. 

Deepanshi1 by Mega Guru
  • 306 Views
  • 1 replies
  • 0 helpfuls

Bulk access request

Hi Team,We have a requirement, where we want to automate the bulk request of providing access.We have an e-form to provide agent access and add to groups,so for bulk, the users attach the template.But now we have to automate it.How can this be done.A...

Knowledge bases order in CSM portal.

Hi Guys, I want to reorder the below Knowledge bases. Currently it's ordered Alphabetically as u can see below.However as per the requirement need to reorder these KB (For example :- Getting started being the first KB) . I've tried changing the Order...

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