In a Workspace (CSM Workspace for example), when you open an existing/open task record, there is often a button at the top next to Save, Close, etc. called 'Compose email' that will open up a new Email Draft record in a new workspace tab. On this Ema...
Hi everyone, We're looking for admins and developers (or similar roles) who have deployed features/functionalities in a CSM implementation to complete our Product Research Survey. The insights from this survey are critical in shaping the developme...
Hello folks. I’m facing an issue with DOM manipulation. The requirement is: based on the value selected in the Service field, I need to populate the related Name in a specific tab of the Case record. This tab should display the n...
Hi,Out client has a Case Type for which Agent Assist has to be enabled on CSM/FSM Configurable Workspace. I have followed the steps provided in the link below. This still did not work. I was able to get the icon in the contextual panel. But clicking ...
Hi Team, I need assistance on the steps to raise CS ticket without informing Client.
Hey folks, I had created one custom Service Portal in my PDI. Now I want that Service Portal to be accessed only with the mentioned IP Range, let's say only for my office Wi-fi. I followed the exact same procedure as mentioned in the official Servic...
I have a requirement where i have to Move the state of the demand table record from Submitted to Qualified state. when all the task that was created in the Submitted state is closed complete or Closed skipped. I've written a After update business rul...
Hi All, We have a requirement for creating a custom button named 'Do It Later' use of this button is to move to next activity without changing current activity state. I have created a Activity Action named 'Do It Later' and made it as Client Action a...
I have a requirement to show process flow in the CSM workspace. I added stepper component in ui builder but I could not able to sync the choices between state field and choices of stepper. can anyone help me in providing steps to sync the choices and...
My university recently implemented a Software Catalog and we would like to make it available and searchable without needing to log in. We use the CSM portal (because as a university we want to allow prospective students, and the parents of students t...
I want to create 5 tasks under in "Demand Task" table and when the demand state is "Screening" eg : # short description Assignment Group Assigned ToTask 1 ...
I'm working on the CSM portal. In the Development environment, when I click on the Knowledge section and open a filter, I can see checkboxes for selecting languages. In the Quality environment,The same checkboxes are not visible, and confirmed that t...
I am on Xanadu and would like to know how to add a created by "dynamic (me)" condition to look up records on playbook "look up records" activity?
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