Is there a way for a customer to tag someone else on a Case in the Customer Service Portal? For example, KB is the customer and has opened a Case via the Customer Service Portal.JD is the agent working the Case.KB wants to include her manager on the ...
Hi, we have a customer requirement for being able to add worknotes on customer_contact records for comments on personnel changes related to the account. The field needs to be in use for back-office only. We can of course add a custom string field, b...
Hello, I've been struggling with this for a few days now.I would appreciate it if someone could help. When WOT(Work Order Task) is assigned to an engineer, the Estimated travel duration changes to a very long time(7days 15hours). Why is the estimated...
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....
Curious if it's possible to have a dashboard in the CSM Customer portal for a Customer?
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...
How to get the e-book for CIS-CSM to practice the lab activities
I want to Create UI Action button for Assignment group only (XXXX), to generate the new request form.. and link the new case as a child to the parent case which executed the UI action/button (Native UI and Agent Workspace). I created one UI action b...
Hi there, I am seeking your expertise. Recently, we had draft articles created through cases that were retired by the system. Based on this ServiceNow documentation, "The knowledge articles that were retired have a 'Valid To' date that has already p...
Hi folks, We are configuring playbooks for a number of our CSM teams. For each team, we're creating a process in process automation designer, and when our agents load a case in CSM/FSM Configurable Workspace that meets that process's criteria, they h...
Hi Team, for one story I have to create the knowledge base they have provided me the owner, manager, and SME(provided some system users) I could not find the SME field in knowledge base form please help me with this. Thanks, Akhil.
Hello! I'm writing to find out if there is a way to display in a Calendar view the appointments added to a Case in Customer Service. Below is an appointment I created in my PDI. I'm hoping there's a way to configure a calendar view to see it along ...
Hi, Please help me with this: In Customer Service Portal the customer must be able to give a star rating for the user once the task has been completed. Also the star rating must have a average calculation as different customers will give different st...
Hi actually i have issue with CSM portal where i need to make custome fields visible to the user when a user clicks on view my cases but the thing is i configured ticket configuration to make all those custome fields availble from case record when ...
Hi actually i have issue with CSM portal where i need to make custome fields visible to the user when a user clicks on view my cases but the thing is i configured ticket configuration to make all those custome fields availble from case record when ...
