Hi SNC team, It would appear that regardless of roles (admin) We are not able to change the state of multiple changes from Open to Close. We get the greyed out security prevention message. In looking at an answer from back in 2016 it talks about Hig...
Hey, guys, In all cases in my instance when there is an incident or request related to the case, it does not appear in the "Related Records" tab. But when there is a Change Request or Problem they appear.I checked the Widget, but apparently everythin...
Hi, I need to create a performance analytics report that is represented by a pie graph. This report needs to display the data over YTD timeline. I was able to create the pie graph by creating a widget with the following data:Type: BreakdownVisualizat...
i want to copy a table , how can i do that
Hi folks, We invite you to participate in an exciting card sorting activity that will greatly impact how we sort and organize our Customer Success Management (CSM) documentation. As a valued CSM administrator, developer, or platform owner, your i...
Hello ,I need my pop-up (UI page) to update the Closing Response Field when I click on Close Case (UI Action) and then have the case closed. The issue that I am getting is that when I click on my UI Action the pop-up is appearing but then a few sec...
Our requirement is to create a case from email inbound action type is new ,Here we need to update case if short description is already present on existing records if not need to create a new case followed by Incident . Below is my script include it i...
Hey guys, so I'm struggling to configure the Agent Assist for custom forms on the CSM Workspace. There are articles out there that I have followed and I have Modified the screen conditions, but since I cannot change the table name of the OOB agent as...
Hi Team, In our system currently when we click under Customer Service -> All ,its showing list of all cases with URL ending as sn_customerservice_case_list.do. Now the requirement is, we have child case table say "xyz" .Onclicking New Button in the...
Requirement is On click of a button on Case table, new Case Record(child) should open in new tab by copying description, shot description and attachments from parent case and user can attach more attachments and submit the case.Issue is description, ...
Hi,I want to convert the (Amount in local currency) field , it can be any local currency to (Amount to Euros) manually and make (Amount to Euros) field Non-editable. Please help on this.
We have made a custom catalog item as Bulk Onboarding and when we are attaching an excel file in the attachment type variable then we are getting following errors. Th errors are coming from BRs running on attachment table but tablename has been expli...
Hi, My Requirement is On click of Button on Case form I need to Copy Attachments, Description from Case and display it on UI Page, On click of Submit Button on UI Page a new Child case should be created with Copied Attachments and Description. Ui pag...
Hi All, There is one Requirement. I need to map fields to another table example i have created a Record producer on incident table and on that I have a Variable called Brief description, need to be link to problem record field called short descripti...
We have two business rules which sync watchlist field between case and related task records. The trigger condition is when the watchlist changes for both the business rules one is on case table and the other is on Task table. And in the logic of thes...
