When trying to access surveys, it displays 404 page for users with 'sn_customerservice.customer' role. Steps to reproduce 1. As a user with role 'sn_customerservice.customer', in CSM home page, click 'Surveys' menu from header. 2. 404 page is display...
how to copy the additional comments and worknotes from incident to related case record . i have already tried with the BR (before - update ) table- incident (function executeRule(current, previous /*null when async*/ ) { var relatedCase1 = new Gli...
In my Client Instance there are many Service Portal. There is requirement, specific to Portals... If I submit a request from Service Portal (let say portal prefix - pss ) . can we able to find out on the request Record, this record is submitted from ...
Hello, I'm trying to have my incident updates magically update the related case, I used the below script and it updates the case notes, however if there is no associated case, it creates a "blank case" that just has the note in it. Any idea what it ...
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 ...
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...
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...
How to change display value of a variable from reference type using attributes. Please help me to achieve this.
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
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...
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...
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...
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...
I'm learning CSM module. I need interview question and scenario on CSM ?
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 ...
