How to create contacts from existing users

We have a large number of existing users (sys_user) who are, in effect, account managers for our customer accounts.  As we bring CSM online, we would like to be able to select these users as contacts for CSM Cases.  Of course, when I try to create a ...

Don't show generated docs as attachments until approved

Hello,I have a button at the Case (sn_customerservice_case) table that generates a PDF related to this case. I send this generated document for approval. What I need to do is to have this attachment not shown in the case record if it is not approved....

send data from one widget to other

Hi, I have 2 widgets. I want to send a data to other widget. in second widget data is not coming. Widget 1: HTML: <button class="btn btn-primary action-btn pull-right" ng-click="selectItem(item.u_zoom_link)">Register</button> Client script: $scope.se...

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Increase the Width of the Slushbucket in the Personalize List Columns

How can I increase the width of the Available and Selected slushbucket columns in the Personalize List option so that the field names I want to add and/or move for the list view are not cut off by the boundaries of the box? This is so that the end us...

Set Date/Time Field in a form to current time

I have a field in my form that is used to show when a ticket is resolved, I need this field (when active) to be set to the current date/time Tried the dynamic field in UI builder but this didn't work for some reason

UI Page configs

 Hi all, In the above UI Page, I've certain requirements to be done:  1. In the action field - I have three values "Add", "Modify" and "Delete": If the associated case does not have any Request created - show only Add option, else the other two optio...

How to Open Related List Record in a New Tab?

Hello everyone,I’m working on a requirement where I need to open related list records in a new tab when a user clicks on them.Currently, users have to ctrl + click the url record, but I’m looking for a way to make this happen automatically. Is there ...

what is the difference between case task and case task services

I am learning the CSM essential course now. There is word called 「case task services」 and I couldn't find the definition in the text. Please tell the answer. Thank you!

Resolve button is not visible in major incident work bench

Hi team,In the work bench form "resolve" button is not visible. Please help me to find the button.Regards,Manasa.

CSM

I have a case record which is created manually then have a task below the case,  where in the case and task is related with the case number (u_tow) and when i create a case we have mandatory fields like description, requirement,location.After filling...