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How to add "Description" field to a case in CSM Portal.

Hi, Our requirement is to show the description for the cases in the CSM Portal Solution implemented : In the ticket Configuration form modified Show 'Description' field and set value 'When no variables'. But this Solution is working for only few cas...

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Blessy2 by Tera Contributor
  • 1858 Views
  • 2 replies
  • 0 helpfuls

Service Portal - Case View

Hey All, When I set the description to always on the standard ticket configuration for cases, it still doesn't show up on the portal.  Has anyone else run into this?  I believe that it should show the first line and then have a show more/less button ...

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"Query Rules" is not getting triggered.

The "Query Rules" functionality is not working as expected. There was a OOB query rule set up to display records based on the logged-in user's account.For example, if a user is mapped to an account with 10 cases, only those 10 cases should be shown t...

Sathwik1 by Tera Guru
  • 1748 Views
  • 7 replies
  • 3 helpfuls

How to show up the variables on Catalog Task created from playbooks

Hi,I'm creating a playbook, based on condition it will create the catalog task, But I don't see option to pull the variables to show on the Task level, as we do in workflow or flow from Slush Bucket.  In my SS below, I believe that is the option whic...

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Yathvika by Tera Contributor
  • 1175 Views
  • 2 replies
  • 2 helpfuls

ServiceNow Portal – Customers Create and Manage Cases by Account

Hi everyone,I’m working on a ServiceNow portal where customers should be able to create, view, and work on their own Cases, limited to their Account. I’m looking for guidance on: The recommended approach to build this portal (Service Portal vs Experi...

NunoOSilva by Tera Contributor
  • 1455 Views
  • 1 replies
  • 0 helpfuls

I want to be able to upload attachments as a guest user

Hi,When I am a guest user, even if I use "add attachments" in the chat form, I get stuck at "Uploading attachment..." and cannot attach anything.I tried granting the public role using create or readACL of sys_attachment, but it was not possible to at...

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How to Bulk Set Post-Login Landing Pages for Users

Hello community,As a system administrator, do you know how to set the post-login landing page for multiple users at once, based on their group or role?For example, I would like users in the Sales department to be taken directly to the Project Workspa...

keisuke miya by Tera Contributor
  • 1448 Views
  • 5 replies
  • 3 helpfuls

Awa capacity in use field is not updating or not working

Please help me for below quires or suggestions  1.  I have configured AWA for incident table.  2. Issue - Capacity -in-use is re setting to zero after few min example.  I have given default capacity 2. Agent is holding 5 cases with in- progress state...

xyz7 by Tera Contributor
  • 1819 Views
  • 5 replies
  • 3 helpfuls

Configuring NLU for Virtual Agent

 Why Use NLU? Virtual Agent becomes more powerful when it understands what users mean, not just what they type. Natural Language Understanding (NLU) enables intent-based topic recognition, allowing Virtual Agent to identify user goals and respond int...

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Resolved! Variable vs fields

Hi all I need to create different records producer in order to create CSM case type. In record producer there are many variables. I know wich can add variables formatter to case layout and so agent can see all variables in workspace or UI Standard Bu...

giuseppem by Kilo Sage
  • 1233 Views
  • 3 replies
  • 2 helpfuls