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 ...
I am trying to configure OAuth authentication for Docebo using ServiceNow. I am using OpenID connect for the authentication for that I need issuer URL and metadata URL but not able to find any useful API's related to it. Could you please let us know ...
Hi SN Experts!I am creating state flows for a project in CSM.I have defined some field controls using in each state flow to have the mandatory logic in place.The problem is When going from one state to another using UI Action (automatically created u...
Hello Alli am trying to create a business rule, onbefore, with conditionuser type is student. I thought under actions i could have selected something like ''create a new record'' but i can't, and from reading online it seems i can only do it via scri...
