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Viewing emails in the CSM portal feed

Has anyone out there been able to pull emails into the case narrative when emails get sent in by a customer/users into the activity window.  We are trying to get them into a case task view within the CSM portal.  We can click on the task number and s...

Resolved! Reference qualifier not working

Hi,I have a reference variable refvar1 in a catalog item.The referenced table is u_table1.u_table1 has a field called u_user, which is a reference field to sys_user. I am trying to filter values in refvar1 so it only shows records in u_table1 where u...

Question Regarding service portal

How to fetch incident details based on selected field in service Portal.EX. On portal i have one field X which refers filed on incident form. when i select this X i want to show incident details on html. How we can achieve this.

mahi6 by Tera Contributor
  • 196 Views
  • 2 replies
  • 0 helpfuls

Onchange client script - select box variable

I want to create a onchange catalog client script for State/Market variable. if the value of state/market is choosen as "texas" and value of Do you need to set it up as is  "standard_tx" I need to add option to care manager type/skills variable.  I c...

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J_31 by Kilo Sage
  • 788 Views
  • 10 replies
  • 0 helpfuls

Contact to sys user migration

Hi All, Request your expertise in below two point.1.our customer want to migrate contact user to sys user, to do so is it better to deactivate former and create the sys user separately OR convert contact to sys user. Any implication. 2.In addition , ...

Community Alums by Community Alums  
  • 530 Views
  • 3 replies
  • 1 helpfuls

Entire Configurable Workspace UI List?

Is there an equivalent to a "sys_db_object.list" but specifically for EVERY configurable workspace created by anyone in a given instance?  Since Configurable Workspace are naturally siloed - we are seeing a bunch of duplicate-esque workspaces - and w...

lentzm1 by Tera Contributor
  • 663 Views
  • 2 replies
  • 0 helpfuls

Has anyone created multiple playbooks for a case type?

We are looking at CSM for tracking cases... the cases are very similar, however will have different categories / subcategories.  They are not really different enough to have separate case types however some of the steps for resolving will be differen...

Patti Camilo by Giga Contributor
  • 1140 Views
  • 4 replies
  • 3 helpfuls

Reference field's "i" icon not working in Configurable Workspace

Over an OOTB Configurable Workspace "CSM/FSM Configurable Workspace App Config", the Reference field's "i" icon is not working i.e. on click of this icon it doesn't opens a reference record. Per the observation, this reference icon is not working pri...

Anagha5 by Tera Contributor
  • 1119 Views
  • 3 replies
  • 1 helpfuls

"Copy URL to Clipboard" keeps on loading on Case Table

When we use the "Copy URL to Clipboard" Context menu button on the Case table List view, and try to access the link on a new tab, the Case keeps on loading for 15 - 20 minutes, However the same case can be opened by clicking on the List view "case li...

SBohare by Tera Contributor
  • 617 Views
  • 3 replies
  • 0 helpfuls