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Forum Posts

How to configure multiple views for CSM Configurable workspace?

We have a form view (on the Case table) in the native UI which shows the variables (via variable editor) and a few other fields in the native UI. We need the same UI in the workspace. However, if the form layout of the "workspace" view is modified, a...

Arjun11 by Tera Contributor
  • 1640 Views
  • 1 replies
  • 0 helpfuls

Resolved! How to send a notification when a due date field is reached?

Hi, I created a due date field on a service catalog request form and I am trying to send a notification when the due date is reached whether the request is closed or not. Please provide step by step instructions. Thank you

Krissy by Giga Guru
  • 3231 Views
  • 9 replies
  • 1 helpfuls

creating an incident from a case.

I am creating an incident from a Case using the OOB UI action 'Create Incident', however the relationship on Case record is not getting created. i.e in the related records the 'incident' field is still blank. On the incident record though the parent ...

Nishant16 by Tera Expert
  • 4788 Views
  • 7 replies
  • 1 helpfuls

Phone Icon in CSM workspace

Hi All,How to hide the phone icon in CSM workspace for particular group of users,even they had openframe role.  Thanks,Sobitha

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Community Alums by Community Alums  
  • 1223 Views
  • 2 replies
  • 0 helpfuls

Holiday schedule in India

Hey all, I'm creating 4 holiday schedules for a company based in multiple countries. I have the schedules mostly configured, but wondered what people do for multi-day holidays. Some of these holidays for India specifically include Day after Pongal, D...

mossalexr by Tera Contributor
  • 2284 Views
  • 1 replies
  • 1 helpfuls

Service catalogs are not visible on the csm portal.

Hi, Service catalogs are not visible on the CSM Portal. I have removed the snc_external role. Although catalog item is not visible. Only Record producers are visible.Please help in this. Thanks,Samiksha

Samiksha2 by Mega Sage
  • 2023 Views
  • 5 replies
  • 0 helpfuls

Additional Comments Email Notifications to Contact and Watch List

Hi,I need a help in advance condition in the notification.When a contact post additional comment then the email should trigger to Watch List user and when watch List person comment then additional comment notification should trigger to contact.I have...

Samiksha2 by Mega Sage
  • 1533 Views
  • 5 replies
  • 0 helpfuls