In this article, I will guide you through the process of creating a case for a custom case type. When a request is raised, follow the steps below to generate a case from it:Step 1: Extend the Script Include RequestManagementIntegrationConstants with ...
Is there a way to limit what users are shown in the 'To' autocomplete suggestion field for the 'Compose' section within the CSM Workspace? Or even a way to turn off that suggestion altogether (thus rendering agents to have to manually type in each em...
Hi All, in the standard ticket page snc_External users are unable to see the Show More/Show less toggle which we configure from the Standard Ticket Configuration. is there a way to fix this issue? Thanks in Advance!
Hello,I am trying to edit the list layout of my CSM Workspace, can anyone help me from where can i change this layout?
Hi all,I’m currently designing a CSM portal for our Managed Service clients and would be really interested to see any innovative approaches others have taken. Our primary use case is enabling clients to:• Raise enhancement requests directly into our ...
As the title says: I'm trying to figure out how to circumvent Consumers needing to 'register' for the CSM portal. By what I've read, the difference between the Consumers and Consumer Users is primarily 'registered' or 'not'. I'm attempting to avoid r...
This is for the SOM Team - Business Portal Functionality. I am trying to enable the Business Portal for SOM Functions - catalog/quote/order/ordercase etc. I am getting a 404 error when i try to 'check out' from the shopping cart or request a quote....
Hello Community,could you please help me with a awa query.I have configured a working model under **Advanced Work Assignment (AWA)** in our **Dev** environment where cases are being assigned based on **skills** using **Skill Determination Rules**.How...
we need 2 portals one for internal and 2nd for external users, i know CSM can help to achieve this, any process / documentation would help? please advise.
Hi Everyone,I want to change the state On Hold to Work in progress when customer replies to an interaction form. I am facing a challenge here. There is no Additional comments or work notes got update when customer replies. How to achieve this?Your so...
Experts, I have recently started looking into CSM capability. While going through the location to customer account relationship, the location field on the 'Account Addresses' (account_address_relationship) is not showing any location references . On ...
Hi together, We want to start with Advanced Work Assignment soon and have different Presence States and Service Channels for this. For example: Presence State AvailableAnd below that the Service Channels: Requests-A, Requests-B and Requests-C The pro...
I wanted to create a scoped version of Contextual Search in Virtual Agent. Here's how I did it. Hopefully this helps someone. Change scope to ITSM Virtual Agent ConversationsDuplicate Contextual Search topic blockIn VA Designer, open the topic block ...
Hi All,I have a requirement to replace the standard Contact field with a custom table–based user reference on the Case form only. Before proceeding, I would like to understand the potential challenges and risks involved. I have listed a few based on ...
Hi all In CSM Configurable Workspace, I have a landing page with a pivot table. The 'State' field is defined as a column. I want to show the column headers even when there are no cases in that specific state. Has anyone encountered this issue before ...