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Email to Case AI Agent Issue

Hi All,I have a requirement where an inbound email triggers a flow to create an HSPII record. The system then looks up the HSPII data and anonymizes the email content if it matches a predefined pattern.Based on a Decision Table, if the sender’s busin...

Which plugins are required to test CRM and SOM on a PDI?

Hi everyone,I would like to test ServiceNow CRM and Service Operations Management (SOM) on a Personal Developer Instance (PDI) to get a realistic hands-on understanding of the capabilities.I’m looking for guidance on the following:Which plugins are m...

itspezi1 by Tera Guru
  • 146 Views
  • 1 replies
  • 0 helpfuls

Resolved! Modify the OOB UX List Items

In the CSM/FSM configuration workspace, several default lists appear in the Default List view. We’d like to remove some of these items. What is the recommended best practice for hiding or removing these default lists while ensuring that future upgrad...

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CSM/FSM workspace - modifying the Comments in the Compose section

In the CSM/FSM Workspace I am trying to update the Comments “verbiage” in the Compose section. So far I have figured out how to update the “Everyone can see this comment” part by following this post I found in the community Modify the compose section...

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Natalie L by Tera Contributor
  • 559 Views
  • 1 replies
  • 0 helpfuls

Resolved! Licensing clarification – CSM Case extension

Hello,I hope you are doing well.We are currently reviewing a design decision in our Customer Service Management (CSM) implementation and would like to confirm the licensing implications to ensure compliance and proper documentation.Licensing contextO...

Configuring Repeater Tabs in UI Builder

Workspaces are now the preferred interface for agents working on resolving the issues. Thanks to their multi-tab and compact layout, they offer an intuitive, seamless experience with all the related actions within reach without switching contexts. Th...

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TajuddinM by Tera Contributor
  • 705 Views
  • 1 replies
  • 3 helpfuls

Resolved! Please help me, how can I edit the sidebar in workspace?

Dear Experts,I am new to Servicenow and English. Sorry for my poor English.How do I edit the sidebar in the red frame area?Specifically, I want to add Create Consumer (Verify Consumer) to the sidebar.Thank you, brothers.Yoshi

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k-yoshitomi by Tera Contributor
  • 2218 Views
  • 4 replies
  • 3 helpfuls

Contract versioning and document

Hi all, 1) It is possible to manage the versioning of the contract documents leveraging OOB functionalities? If not, how it could be done with the minimum customization? 2) Out-of-the-box CSM only manages contract record or it is also possible to cre...

Resolved! How to Add a Playbook Tab to Case Records in CSM Workspace

Step 1: Integrate Playbook with CSM WorkspaceTo display a Playbook in CSM Workspace, you must configure it as a Related Item or Contextual Side Panel.Configure the Playbook as a Related ItemNavigate to:All → Workspace Experience → Actions & Component...

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HasanRaja by Tera Expert
  • 5163 Views
  • 6 replies
  • 5 helpfuls

Actions and Events Missing in CSM Lab 5.3.1 – Case Types

Hi everyone,I’m currently working on CSM Lab Module 5.3.1 – Case Types and I’ve run into an issue in my training instance.The lab directs me to navigate to:All > Now Experience Framework > Actions and Events > Action Bar Declarative ActionsHowever, w...

AkintundeS by Tera Contributor
  • 655 Views
  • 3 replies
  • 0 helpfuls

Unable to log into personal development instance

I am unable to log into my PDI. last time i set up 2 factor authentication using the google authenticator app. but its not getting any OTP while i tried to log in today.There was another way to verify through email as well but even on my mail i did n...

RohitSinghD by Tera Contributor
  • 804 Views
  • 3 replies
  • 0 helpfuls

Adding dropdowns to currency field type along with other

Currency field type is showing the currency dropdowns which are active true on fx_currency table.My requirement is to add new currency dropdowns(which are active false on currency table), Also needs to add other as an option in the currency dropdown ...

Drushika by Tera Contributor
  • 602 Views
  • 2 replies
  • 0 helpfuls