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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
  • 893 Views
  • 2 replies
  • 0 helpfuls

Case - Related Parties Tab

Does anyone have any solid links to documentation or videos on how to configure and use the Related parties tab in Case records.During our implementation of CSM, we were told by our development partner that this could be used to add vendor contacts a...

Resolved! how to auto-close resolved cases after 5 business days

Hi all, I have a requirement to auto-close the resolved cases after 5 business days. Currently, we are using a flow to auto-close the resolved case after 5 calendar days.I have added a condition to check if the resolved date is relative on/before 5 d...

Community Alums by Community Alums  
  • 1405 Views
  • 2 replies
  • 1 helpfuls

Report Capability in SNOW CSM

Good morning Community,  currently this report is being built in excel and the data is coming from various reports and entered in order to generate this info.  Can something like this be done in ServiceNow CSM?   The names listed are test users in th...

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Matt_EpiQ by Tera Contributor
  • 227 Views
  • 1 replies
  • 0 helpfuls

Customer module to log cases and not work tasks

We have a team using the Customer part of the CSM module (not the consumer). They have other support teams that are creating tasks to them in error which they indicate they do not work, they want us to put in code so that teams will not be able to as...

Laura Dale by Tera Contributor
  • 214 Views
  • 1 replies
  • 0 helpfuls

Case Type Selection not working in Configurable Workspace

Hello,  I have created 2 case types and CAN select them in the original Agent Workspace, in a SAN DIEGO instance. However there is no option to select any configured type in the Configurable Workspace. I have checked the "Format for workspace" check ...

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