My question may sound basic. I have a requirement to send out an email with survey link when a case is closed. I created the Survey and added a Trigger condition on the case table with the trigger condition "State - changes to - Closed" and "Contact....
I have referenced a table A in the record producer list collector. The contents of table A are displayed on the record producer portal screen. Now the requirement is that a certain record of table A should not be displayed on the portal screen. This ...
Dears, Now I try to use an Opportunity Management function in ServiceNow, and I faced on strange situation.It seems that I can see both "Opportunity Stage" and "Sales Cycle Type" settings with correct values and their active flags are all set as Acti...
We have a problem with the panel permissions feature. Some of our service administrators can create private dashboards and share them with everyone.We need to limit the feature so the dashboards are only in private mode or remove the feature so that ...
Hi All,As part of my current project, I need to utilize the appointment booking from an order guide, But when I try to include the appointment booking form with different type of variables, The form is getting displayed inside the order guide with al...
I have a contract start date and end date and need to calculate the percentage of time left on the contract. The only OOB functionality in comparison is the Business Time Elapsed field for the SLA's but this isn't an SLA nor does this table extend Ta...
Curious if it's possible to have a dashboard in the CSM Customer portal for a Customer?
Hi Team, I need to Resolve Related incidents when incident state is onhold, when problem state is resolved. I have written after insert or update business rules. Condition is state is resolved. Script:var incidentGr = new GlideRecord('incident'); ...
Hello, we have a need to change the order of search sources "Select search source" button in Agent Assist. I can't find a way to do it or if its possible. Currently Resolved Cases search source is default, but we need Default Sources to be on top. An...
Hello All,We have one requirement,When customer submit catalog item request from CSM portal, one case, RITM, Request has been generated. We need to populate the all variable from RITM to Case form. Could you please guide us to achieve above requireme...
How to get the e-book for CIS-CSM to practice the lab activities
Hi Team, I needed a solution on how I can attach the same approval workflow to a CSM ticket once it is finished.Situation: 1) The CSM ticket has been created.2) The agent has placed the ticket status on hold and the reason is pending approval.3) The ...
In the table request, I need that when the request change to "On hold" don't change the the request to approval This is the initial stateAnd this are the requestesBut if I change the state of the request to "On hold" the approval request change tooI ...
Hi Team, what does the CSM function include - creating a new escalation? BR
Hello Everybody, I would like to ask about the issue we're facing when a user is not able to see the widget's content in Customer Information within CSM Configurable Workspace. With the admin role, I can see it. Important to mention is that we are no...
