CSM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Resolved! Case task and Case task agent role

Hello, I wanted to check when a Case Task is spawned from a Case is it necessary to assign the case task to a group or user with the role Case task agent [sn_customerservice.case_task_agent]? This particular role provides access to case tasks and rel...

Sushant13 by Tera Contributor
  • 2995 Views
  • 3 replies
  • 1 helpfuls

Resolved! How to add new list in Configurable workspace

Does anyone know how to add a new list to Configurable workspace? I want to add a list under work order task and tried it from the menu in the upper right corner, Configure Page > List Setting. And I was able to add a List, My Important list, but it ...

find_real_file.png find_real_file.png
Takaaki Sawai by ServiceNow Employee
  • 9266 Views
  • 4 replies
  • 11 helpfuls

On-Call Scheduling for Case Management application

Hi Team, Below is our requirement. Can you tell how to achieve this? Can you tell how to create onCall for Case Management application? "As a Support Agent, I will need to schedule or assign a case to the "On-Call" for certain groups/teams. As a Supp...

Community Alums by Community Alums  
  • 1260 Views
  • 3 replies
  • 0 helpfuls

Resolved! Does Mandatory skill for a agent restrict other cases on agent inbox

We have created skills in CSM and have corresponding skill determination rules for it.If a skill is considered mandatory and added to an agent user, does that stop cases except that to not route to the user even if they are available.EG: User A has s...

sradm by Tera Contributor
  • 1678 Views
  • 3 replies
  • 0 helpfuls

Resolved! The New Button Configuration in Agent Workspace

Hi, I have the following question. Where can I configure the button action in the workspace agent on related list "attached knowledge". In the backend, clicking the "New" button leads us to creating a new record (on kb_knowledge table), and in the w...

Resolved! Autoreply email on closed csm cases

Hello SN Community!  When a sn_customerservice_case is closed and a client responds to an email, they should receive a notification back to them that their case has already been closed. I have an inbound action setup: With the following code under 'a...

Case Form - Assigned to field is not showing any users

Domain Separated Instance: How to assign customer case records to Internal Users with 'sn_customerservice_agent' role. When a customer A submits a case and when we select internal group as assignment group, the 'assigned to' field not showing any use...

find_real_file.png
RT7 by Kilo Contributor
  • 4481 Views
  • 5 replies
  • 3 helpfuls

Users are not able to view survey results

Users are not able to view survey results report built on asmt_metric_result table. The same report can be viewed by the users in UAT but not in production. The roles allocated to the users are same in both environments. When I assessed further, I fo...

How to create a new case when anyone replying to the closed case

Hi There, If anybody replying to a closed case then it should create new case. for now whatever we are replying to closed case it just updating the existing case, but we don't want to update instead it should create new case from that reply email. Th...

wefw by Tera Expert
  • 2739 Views
  • 4 replies
  • 0 helpfuls

Resolved! Multi-Provider SSO update sso sources after the clone

Hi everyone, we are using Azure Active Directory (AAD) for user and group provisioning and for SSO for our instance. Multiple clients has their own SSO sources (Multi-Provider SSO > Identity Providers and there we have a few) (e.g. Company1 uses thei...

Ihor by Giga Expert
  • 2398 Views
  • 1 replies
  • 2 helpfuls

Filtering by TAGS in Agent Workspace list view doesn't work

I have some few Tags which are viewable by me only. When I filter in list view for case table (sn_customerservice_case) by Tag is working fine but, the same when I filter in list view for case table by Tag in Agent Workspace is not working. Can anyon...

neel2 by Tera Contributor
  • 2540 Views
  • 6 replies
  • 0 helpfuls

Resolved! Agent workspace list doesn"t appear for non admin.

Hello guys,   I just add a new list to my agent workspace, but it is shown only for Admin users, for others users the list steel charging (check the attachement). i have tried the solution in this link (https://community.servicenow.com/community?id=c...