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Forum Posts

How to configure multiple views for CSM Configurable workspace?

We have a form view (on the Case table) in the native UI which shows the variables (via variable editor) and a few other fields in the native UI. We need the same UI in the workspace. However, if the form layout of the "workspace" view is modified, a...

Arjun11 by Tera Contributor
  • 1186 Views
  • 1 replies
  • 0 helpfuls

Resolved! How to send a notification when a due date field is reached?

Hi, I created a due date field on a service catalog request form and I am trying to send a notification when the due date is reached whether the request is closed or not. Please provide step by step instructions. Thank you

Krissy by Giga Guru
  • 2191 Views
  • 9 replies
  • 1 helpfuls

creating an incident from a case.

I am creating an incident from a Case using the OOB UI action 'Create Incident', however the relationship on Case record is not getting created. i.e in the related records the 'incident' field is still blank. On the incident record though the parent ...

Nishant16 by Tera Expert
  • 3533 Views
  • 7 replies
  • 1 helpfuls

Resolved! Solution: How to avoid creating Guest user in a Survey?

Hi Community, I had researched a lot but didn't get any fruitful answer how to avoid creating Guest user Survey record. Finally, I found the solution and sharing with you all. Copy the below notification script and in your notification which is sendi...

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

Phone Icon in CSM workspace

Hi All,How to hide the phone icon in CSM workspace for particular group of users,even they had openframe role.  Thanks,Sobitha

SobithaKaliap2_0-1687781362412.png
Community Alums by Community Alums  
  • 680 Views
  • 2 replies
  • 0 helpfuls