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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
  • 4330 Views
  • 5 replies
  • 5 helpfuls

How to Remove Duplicate Attachments Created by Record Producer

I created a Service Portal page using a Record Producer and added an attachment field.However, when the user clicks the Submit button, two attachment records are created.Details:One attachment is created when the user uploads the file on the portal.A...

Minamizono by Tera Contributor
  • 204 Views
  • 1 replies
  • 0 helpfuls

Awa capacity in use field is not updating or not working

Please help me for below quires or suggestions  1.  I have configured AWA for incident table.  2. Issue - Capacity -in-use is re setting to zero after few min example.  I have given default capacity 2. Agent is holding 5 cases with in- progress state...

xyz7 by Tera Contributor
  • 1073 Views
  • 4 replies
  • 1 helpfuls

CIS-CSM Exam Questions

I found several CIS-CSM exam questions across different platforms such as Quizlet, Udemy, and Dumpsbase, but I've noticed that the answers often differ between sources. Could you please help me determine the correct answers? 1. As per this url, (http...

CIS-CSM Exam

Hello and good morning. I will be taking the CIS-CSM exam in the near future. Could anyone please provide details on how the exam is graded. Meaning, if you are asked to select multiple answers, do you need to get all correct to get credit for that q...

Sal D by Giga Contributor
  • 1325 Views
  • 8 replies
  • 2 helpfuls

Playbook Tab on Configurable workspace

Hi,I have created a playbook on the requested item table (which is for catalog item)When opened the record in the Configurable workspace the playbook tab is not available.Also, after testing the playbook, it is showing as no activities on the Playboo...

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Yathvika by Tera Contributor
  • 357 Views
  • 1 replies
  • 0 helpfuls

Duplicates in database view

I have this database view, data is reflecting correctly, but it is coming twice ( meaning duplicate), what should I change in the where clause to avoid duplicates records? 

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jay97 by Tera Contributor
  • 351 Views
  • 2 replies
  • 1 helpfuls

Variables from Catalog item in Playbook Decision activity

Hello Community,I'm looking for some help in playbooks.We have an item in CSM where there is existing flow will create Ritm and sc_task. But now we are trying to recreate this with Playbook.    Our Workflow will totally work on a variable based on us...

Yathvika by Tera Contributor
  • 390 Views
  • 3 replies
  • 0 helpfuls

Create custom state flow

For the sn_customerservice_case table, we currently have an out-of-the-box (OOB) State Flow that includes states like New, Work in Progress, Awaiting Info, Cancelled, Resolved, Closed.Our customer wants an additional custom State Flow that applies on...

ashvini_jiv by Tera Contributor
  • 263 Views
  • 1 replies
  • 0 helpfuls

Resolved! How to Configure Major Issue Management for Case Types?

When I try to propose a case type record as a major case, the system automatically creates a base case as the major case instead of using the selected case type. I couldn't find any official documentation to configure it for case types.