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UI Builder Protection policy read only.

Hi all, I have a question about UI builder. We want to create a landing page for managers to see their agents workload as a homepage. I cloned the "CSM Landing Page (enabled for UI Builder)". However, I am getting this error message in the UI builder...

AustinM by Tera Contributor
  • 3089 Views
  • 5 replies
  • 4 helpfuls

Resolved! "Customer" checkbox on company table - owning or customer company?

I am coming from ITSM background, where I always thought "customer" flag on cmn_company indicate owning/operating/sister companies.Now that I am learning CSM, I realize same flag is used to represent external customer company. What am I missing? how ...

anand9 by Tera Expert
  • 1975 Views
  • 3 replies
  • 1 helpfuls

Resolved! How to change default assignment group for Cases

Hi all, I have searched high and low and cannot find what I am looking for. Posting here to see if anyone can assist.  We have two teams utilizing CSM, we have data partitions in place so they cannot see each other's tickets, groups, services, etc.  ...

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SN Newbie by Tera Expert
  • 1951 Views
  • 1 replies
  • 1 helpfuls

Add breakdown to PA widget with type = Time Series

Hi, Is it possible to add a breakdown to a Performance Analytics widget with Type = Time Series? I am trying to create a report that shows three line graphs pertaining to the average, minimum and maximum resolution time of records per day. I already ...

wndydngy by Tera Expert
  • 1488 Views
  • 2 replies
  • 0 helpfuls

Certification attachment

Hello, Can anyone guide me how can I attach my certification in partner portal Thankyou!

jyothi sri by Tera Contributor
  • 1842 Views
  • 2 replies
  • 2 helpfuls

User profile - date time format

Hi all  I'm trying to play with user profile datetime format, but I'm wondering why is there only few formats in the profile's window, as shown in attached picture... Could anyone help me ? Where could I configure anything for having more date time f...

Restrict Report Sharing access

Hello, I'm trying to restrict access for some users to share reports. They should still create reports for their needs but want to disable the Sharing icon for them so that no reports can be shared.These users have only report_user role assigned to t...

Resolved! How to display a progress bar for file upload on Service Portal?

Hi All, I have built a portal form using record producer to collect requests from internal customers. One of the issues we have is that the Portal doesn't display a progress bar when users upload files. You don't really know if the browser picked up ...

Cathy Song1 by Kilo Contributor
  • 7425 Views
  • 10 replies
  • 6 helpfuls

How to Hide UI Action using client script.

Hello Experts, I have a requirement to Hide some OOB UI actions from workspace View in Both Classic UI and CSM Configurable Workspace UI. I Know i could do that using 'UI action Visibility' by Excluding the UI action from Workspace View or Add a 'con...

Single score card report on dashboard

Hi There, I have created report using single score card report and when I am clicking on the single score its only showing columns of table which I selected while creating report but I wanted to show few columns from other table also in single score ...