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Notification Template

Hi Team, We have created the notification for the Agreement experiment. The notification template is below: The below Agreement will be expiring in <<Days left to expire>> days.AT&T Engagement Manager: << pull the name from Relationship>> 1. How  to ...

maheshch18 by Tera Contributor
  • 268 Views
  • 1 replies
  • 0 helpfuls

Create List that show my Cases and Case Tasks in one view.

Hi, Is there a way to create a list to show both my assigned cases and case tasks in one list. I am creating a custom list but can't figure out how to import both sets of data into one list to view. I have to jump in-between two lists. Is this possib...

d_swanzy by Tera Contributor
  • 774 Views
  • 3 replies
  • 0 helpfuls

making the requested for readonly

I have created one record Producer, in a record producer i have created one variable called the Requested for,  i want to make the requested for readonly when the requested for user belongs to only one location? can someone please let me know how i c...

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

Inbound email not getting processed

Hello experts,I have a inbound action, when a reply email comes in I am getting the error,the email is coming into the system but it says unable to locate the record that it is related to. Thanks in advance for your inputs.!

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Bharath24 by Tera Expert
  • 793 Views
  • 1 replies
  • 0 helpfuls

How can we show sold products added on parent account to child accounts?

Can we add all the sold products on one parent account and make them accessible to child accounts?We would like to add all the sold products to one parent account because we don't want to add the same sold product in all the accounts. 

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

from users email, i want contacts account locations

I have created one record Producer, which consists of two Variables, one is requestor_name and the other one is meeting_event_location.The Requestor_name is referring to sys_user table and the meeting_event_location referring to cmn_location tableI w...

Community Alums by Community Alums  
  • 389 Views
  • 2 replies
  • 0 helpfuls

Need to set the default value of days filed

Hi team, We have one field "Expire Days" need to set the default value based on the difference between the current date and the end date. For example:Current Date is: 2023-08-18End date: 2023-08-30 We need to set the value Expire Days as 12 days Rega...

maheshch18 by Tera Contributor
  • 236 Views
  • 1 replies
  • 0 helpfuls

CSM Configurable Workspace "Record Not Found"

I have a simple list on the landing page of my CSM Configurable Workspace with a filter applied to it, when I click on a particular record to open the form for that specific record it says "Record not found". I have another simple list with a filter ...

Misgana by Tera Guru
  • 1397 Views
  • 4 replies
  • 0 helpfuls

Resolved! How does CSM use CMDB Business Services?

We have a customer that is on ITSM and wants to add CSM.  My question is how do we leverage the work being done in CMDB around business services and CIs in relation to CSM products and entitlements?

Can you convert a case to an incident and vice versa?

We have a use case where people working in the business area who will be using case type tickets might need to transfer to IT people who are working in incident tickets. Can these ticket types be converted when needing to transfer? Would that be bad ...

danwright by Tera Contributor
  • 1624 Views
  • 4 replies
  • 0 helpfuls