Resolved! Contact creation for CSM
Hi, When creating a contact, the User ID defaults to lowercase automatically. How to set it to make the first letters of the firs name and last name to be uppercase. example: Testing.Pink instead of testing.pink?
Forum Posts
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...
Resolved! Improve Display of Values for a List Reference Field in the form
I am trying to get the list of values for a reference field to display in alphabetical order and for each value to display on a new line. Attached is how it currently looks, below is how I would like it to look:Supporting AnalystAbel Tuter,Tamara Dec...
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...
Resolved! Exclude a user from the leader board in a CSM Community
We want to exclude certain users from the leader board in our CSM Community. For example, we have an employee with a lot of points and we don't want that employee to appear on the leaderboard.What is a method that I can use to exclude the employee fr...
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...
Resolved! Priority field value is getting displayed twice in the HR Agent Workspace
Hey there folks, I wanted to know that how can we remove the writing that appears in a colored background in the priority Field in HR agent workspace.Here is a small glimpse of it circled in blue ink:The issue is circled in blue inkI want to get rid ...
AWA and Skill based routing
Hello, I configured 3 skill levels for MS Outlookk:- Low: value 1- Medium: level 5- Expert: level 10 And I configured AWA based on these skills, for self-service channel. I assigned MS Outlook Low skill to one of agents and Expert skill to another...
