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Resolved! How to enable CSM agents to create incident records from cases?

Hi, I try to enable customer service agents to create incident records from cases. According to this documentation, it requires Customer Service with Service Management -plugin and roles; sn_incident_read &sn_incident_write to user.I have that plugin...

Miikka_M by Tera Guru
  • 1977 Views
  • 2 replies
  • 1 helpfuls

Redirection to CSM portal if user has External role and customer service role

We have 3 different SSO 1) SSO for SP redirection 2) SSO for CSM portal redirection I have tried to update SPEntry page to redirect user after SSO login    But its not working, i am able to get that log as condition becomes true. what is way to redi...

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Community Alums by Community Alums  
  • 2896 Views
  • 4 replies
  • 0 helpfuls

Resolved! CSM Implementation following ITSM

Hi CSM experts  I am going to be rolling out ITSM and CSM shortly and wondered if there were any recommendations out there or potential issues to avoid regarding the rolling out of CSM after configuring ITSM. Also I am going to be implementing Single...

SW7 by Tera Guru
  • 1804 Views
  • 3 replies
  • 2 helpfuls

Business Rule to trigger event

Hello SN Community,  I am trying to trigger an event based off the conditions that the case is closed and the additional comments changes. Currently, it doesn't look like the event is firing at all with my current parameters. I think I am calling it ...

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Apply OCR to PDF articles in Knowledge Base

Hello, I have thousands of knowledge articles out of which more than 500 are pdf articles, but if I search any word from the pdf it is not searchable due to OCR (Optical Character Recognition) issues. It is very difficult to find pdf article from all...

How to check field state validation in ATF testing?

In ATF testing, We need to test for one catalog item and the requirement is like ., There is one field called "group" and the another field called "market" .The "market" field should be visible only when we select for a a specific group in group fiel...

Work Items (Chat Queue) is not visible to Available Agents

Hello, can anyone help me on what I'm missing on my Chat Setup. Work items are created when a user tries to request a Live Agent Chat and the Queue is mapped correctly. However, The work items isn't visible to any Available Agents. Please see images ...

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Community Alums by Community Alums  
  • 2486 Views
  • 2 replies
  • 1 helpfuls

Resolved! Filtering out cases opened by me in service portal

Hi! First post for me. I'm trying to create a filter for tickets in the customer service portal but I get an error message. What I want: What I get:However when I got to ACL to give permissions I can't find sn_customerservice_case.opened_by.Anyone ab...

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Resolved! Sorry, the page you requested was not found. Error - View all.

Hi Friends,  We are into CSM Application where external users with role "snc_external" and we are using SP default service portal. There are out of the box widgets where users can view all their cases when they will click on view all.    But, When ex...

basantsoni by Mega Guru
  • 3972 Views
  • 3 replies
  • 0 helpfuls

Resolved! Configurable Agent Workspace links are not working

Hi, I'm configuring CSM agent workspace with UI builder. For example I have added component which has list from all open cases. When I click case number link, nothing happens. I assume it should lead to this specific case (open this specific case). S...

Miikka_M by Tera Guru
  • 2859 Views
  • 3 replies
  • 4 helpfuls

Resolved! Reports: Average time to resolve per category

Hi, I'm trying to create a report that shows categories on the case table on the x-axis and the average days it takes to solve the cases in each type on y-axis as a bar chart. This is a custom table inheriting from the customer service case table. Cr...

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MS12 by Kilo Sage
  • 3262 Views
  • 2 replies
  • 0 helpfuls

How to use Procurement Service management

Hi all, Kindly share your thoughts, Inputs , ideas, and some solutions  Can we implement Procurement Service Management in CSM, Is it Possible ? If Possible : Please advise the possible ways , 1.How can we implement in CSM, 2.what are the relationshi...

Supriya25 by Tera Guru
  • 2527 Views
  • 6 replies
  • 0 helpfuls