Portal: My Requirement is to show all the cases created by specific group of users. 1) I have created one group called "Group External Users" and this group having 4 members with no roles. without roles(no roles) user can able to view only created/o...
Hey there, I am trying to add guided decision tree to Recommended next best actions. I have selected "Interaction[interaction]"as the table in next best actions rule, since I want to get NBA for the interaction record that I create.But I get this err...
Hi All, Please note that my requirement is when a customer raises one case(channel = Web), then the case should get auto-assigned to an agent who has English skill. Even, I want that the agent should get an notification in agent inbox in Agent Worksp...
Hi There, Can someone please suggest how to show the attachment for two tables if the user has a specific Role? And if the user doesn't have this role they should not be able to see those table attachments. Requirement: Two Tables (change & Problem)...
1. CSM: What's the difference between an "Issue" vs "Case?" 2. Can you identify a company or client within the company, with VIP status - similar to client profile in incident? Thank you....
can we create a new module in Agent workspace apart from the 4 default ones, and in the new module keep 5-6 tabs (without interactions) ?
How to hide a filter condition in portal view? Note: But the condition should work as before in background ,just want to hide it from agents/customers.
Hi, I need to add help text for one option in drop downlist. please find the below attached. for "JIRA Canada" need to add help text and what's the process? How to do that please help me on that. Regards, Minni.
So I am about to build the service catalog in csm portal with a mix of items and record producers. And I am wondering about some structural advice regarding record producers. Which scenario below are considered to be the most correct? Scenario 1: cus...
Hi, How To remove space between label and select box variable types fields? "yellow marked space" Regards, Minni.
Requirement: 1.There are two tables , parent table(sn_customerservice_case),child table (sn_customerservice_task) 2.Both have assigned_to field 3.When case is assigned to some one, it should also reflect the same in ,child table (assigned_to) How can...
I have a question. Once a survey has been submitted, is it possible to view that survey in the survey form?We would like to review the survey's individually in a manner where the form would have the same look and feel as the user that is taking the...
Hello, I wanted to check the usage history of fulfiller licenses of our instance. When I go to "subscription overview" under Subscription Management, it shows me the purchased qty. and not the actual qty used. Please let me know where I can see the c...
Hey All, I have tried to create a Work Order record in my PDI. While processing that record Associated Work Order Task gets generated and I can see an error while closing the work order task as "Provide a summary of the work performed in Work notes" ...
