Hello experts,We are working on the CSM where on the CSM portal we wanted to show only the cases which belong to logged-in users only.Below there is an example which may help you to understand the scenarioExample:Account - XYZContact - Yogesh PatilCa...
We have a contract which currently has a Stage (stage) as Draft, and Status (substate) as Awaiting Signature. However, after approval the signature has been obtained offline instead of signing the documents generated with Adobe Sign. Since the e-Sign...
Hi All, I am trying to add a 'Single Score' Visualization component to workspace but the 'Predefined condition' option and 'Edit' option in filter remains disabled while adding data source. Am I lacking any permission ? or I am missing anything in th...
Is there a way for a customer to tag someone else on a Case in the Customer Service Portal? For example, KB is the customer and has opened a Case via the Customer Service Portal.JD is the agent working the Case.KB wants to include her manager on the ...
Hi, I am using process automation designer in vancouver release, however I am not getting option to toggle between diagram/board view in vancouver release. can anyone help me?
Hi, we have a customer requirement for being able to add worknotes on customer_contact records for comments on personnel changes related to the account. The field needs to be in use for back-office only. We can of course add a custom string field, b...
Hello, I've been struggling with this for a few days now.I would appreciate it if someone could help. When WOT(Work Order Task) is assigned to an engineer, the Estimated travel duration changes to a very long time(7days 15hours). Why is the estimated...
I have installed customer central plugin and I can see customer information and customer activity on interaction record in workspace but I don't see this on case record. How can I enable it for case record also?
My Concern is I need to do the field changes in Change table which has to be visible in CSM Workspace , But Change table belongs to ITSM Workspace , How can we acheive it ?I have already selected ITSM Workspace and tried using Form UI Builder , I ch...
My question may sound basic. I have a requirement to send out an email with survey link when a case is closed. I created the Survey and added a Trigger condition on the case table with the trigger condition "State - changes to - Closed" and "Contact....
I have referenced a table A in the record producer list collector. The contents of table A are displayed on the record producer portal screen. Now the requirement is that a certain record of table A should not be displayed on the portal screen. This ...
Dears, Now I try to use an Opportunity Management function in ServiceNow, and I faced on strange situation.It seems that I can see both "Opportunity Stage" and "Sales Cycle Type" settings with correct values and their active flags are all set as Acti...
We have a problem with the panel permissions feature. Some of our service administrators can create private dashboards and share them with everyone.We need to limit the feature so the dashboards are only in private mode or remove the feature so that ...
Hi All,As part of my current project, I need to utilize the appointment booking from an order guide, But when I try to include the appointment booking form with different type of variables, The form is getting displayed inside the order guide with al...
I have a contract start date and end date and need to calculate the percentage of time left on the contract. The only OOB functionality in comparison is the Business Time Elapsed field for the SLA's but this isn't an SLA nor does this table extend Ta...
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