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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
  • 446 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
  • 839 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
  • 994 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  
  • 1518 Views
  • 2 replies
  • 1 helpfuls