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CSM Escalation Case - Collaboration Manager Field Availability

Hi All,I am not a CSM expert and I have a question.  We are trying to solve for a visibility issue once a CSM case is escalated.  Once the CSM case is to be Escalated, the "Tier 1" needs to have visibility to the escalated case so they can add commen...

melphoenix by • Mega Explorer
  • 748 Views
  • 2 replies
  • 0 helpfuls

AWA Reassign

#Role: You are a ServiceNow technical expert in CSM who needs to troubleshoot the issue below and come up with a solution.   #Problems to troubleshoot:We have two case types: "complaints and escalations," which is OOB, and another custom-created, "te...

service12 by • Tera Contributor
  • 852 Views
  • 2 replies
  • 0 helpfuls

Using CSM for internal processes (and with internal users)

Hi,I have a bit of a problem. I'm consulting (and implementing) at a customer who just got ServiceNow. There's another consultant of a different company in the project, who has much more experience than me. This consultant suggested that the customer...

Hans Peter by • Tera Contributor
  • 7824 Views
  • 5 replies
  • 2 helpfuls

Resolved! Email Templates Not Applying from Email Tab in CSM/FSM Workspace

Hi Everyone,I am facing an issue while trying to apply email templates from the Email tab in CSM/FSM Workspace. When I click on the “Apply email templates” icon within the email composer, the templates are not being applied as expected. Steps to Repr...

NaveenPrasU by • Tera Contributor
  • 4258 Views
  • 11 replies
  • 0 helpfuls

Service Portal text box text disappears

I am facing an issue in Service Portal where the text entered in a widget textbox disappears within a few seconds. This happens only in one instance, but in another instance the same widget works correctly. The widget code (client, server, HTML) is i...

Aiswaryak by • Tera Expert
  • 1207 Views
  • 3 replies
  • 0 helpfuls

Service Portal text box text disappears

I am facing an issue in Service Portal where the text entered in a widget textbox disappears within a few seconds. This happens only in one instance, but in another instance the same widget works correctly. The widget code (client, server, HTML) is i...

Aiswaryak by • Tera Expert
  • 1420 Views
  • 5 replies
  • 0 helpfuls

Show the Context variable data to agent in Pre-chat Survey

We have created a pre-chat survey with survey questions by creating & adding the context variable to each questionIn Pre-Chat Survey Configuration, can we show the Context variables to agent like category, issue selected after the agent chat initiate...

Yathvika by • Tera Contributor
  • 543 Views
  • 1 replies
  • 0 helpfuls

"Part of the query...." message when loading a dashboard

I have a user receiving this message when loading a dashboard: Error MessagePart of the query on u_change_ticketing has been ignored because of insufficient access for 'query_range' operation on u_change_ticketing.u_assigned_to_bpoError MessagePart o...

Madhumitha5 by • Tera Contributor
  • 2580 Views
  • 3 replies
  • 1 helpfuls

Discount Approval in SOM Quote Management

Hello everyone,I am currently trying to setup an approval flow for the quote management. I would like to use the OOTB button "Submit for Approval". I thought it could be with the Quote Task object? Anyone any suggestions how to set it up.The logic I ...

Screenshot 2025-08-21 at 15.42.19.png
ymerkle by • Tera Contributor
  • 2135 Views
  • 3 replies
  • 0 helpfuls