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CSM/FSM configrable workspace modifying the tabs?

 Is ther a way where I can add /rename the "customer information" and I need to remove some of its content as well.Simply saying what is required is the duplicate of "customer Information" screen with only the customer information card which has the ...

aravind23_0-1684318885229.png
aravind23 by Tera Contributor
  • 908 Views
  • 1 replies
  • 0 helpfuls

Edit button for case form

I have created a Ui action to add a button to the CSM workspace case form.The design is all fields will be read only when a case is opened (On display) and when I click the button "Edit" all fields then become editable excluding the "number" and "pri...

How to create a report based on audit logs

Alright I'm so close to breaking through here so any help is so appreciated.  I want to create a table report displaying the total count of changes to a specific field to Incidents, grouped by the users who made that change. The point of this is to s...

Contract SLA & Incident link up

Hi All, Could anyone of you please let me know how do you utilise your contract SLA at incident level to get it working. Because when I placed contract OOTB's field in Incident form, I couldn't see any of the contract even I created a new contract th...

manish123 by Giga Guru
  • 259 Views
  • 1 replies
  • 0 helpfuls

Using Both CSM and ITSM

Is anyone here currently using both CSM and ITSM? If so, can you provide your experiences: Why you're using both? How you're using both (i.e. are your end users creating Cases and your fulfillers are converting those cases to Incidents, Requests, Pro...

TStark by Kilo Sage
  • 774 Views
  • 1 replies
  • 0 helpfuls

Populate the members of the group in a variable Dynamically.

Hello Everyone, I am trying to auto populate members of the groups in a variable based on other variable choices.EX: We have 2 variable V1 and V2 V1 has 3 choicesChoices: TYPE1, TYPE2, TYPE3.This Variable and the choices are not dependent to the V2 g...

Insider by Giga Guru
  • 406 Views
  • 5 replies
  • 0 helpfuls

Preview referenced record from form in Workspace

Hi How do I make preview for a reference field on the form level in CSM/FSM Configurable Workspace?I want to display a group of the fields from the referenced record instead of opening the referenced record in a new tab

lars7 by Tera Guru
  • 796 Views
  • 3 replies
  • 0 helpfuls

Resolved! CSP portal not visible in the portal list

Hello Guys,In my personal developer instance when the CSM plugin is installed, there are 2 portals - CSM and CSP which are available in the portals list but somehow In my project instance only CSM portal is listed in the portals list.I am wondering h...

Resolved! Visual Task Boards

I create a Visual Task Dashboard (VTB) and i used the "Freeform Board" so that i could create my "Lane" with my own names. after creating the VTB i then created a Task.list and i added the criteria for the information i wanted to add to the VTB, whic...

Josh Tams by Tera Contributor
  • 880 Views
  • 2 replies
  • 0 helpfuls