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Incidents/Case Attachments

Hi Experts, I have a question if someone could help/guide. At the moment we have incident and case syncronized, meaning, attachments will copy to the case from the incident. However this hasn't been set so that if someone deletes an attachment on the...

What is the purpose of CSM Install base?

After reviewing Install Base, Sold Products, Installed Products for CSM, I don't understand what the purpose is. Can anyone shed some light? Assets and CIs, out of box, can be associated to Accounts and Companies. Even product models can be associate...

e_wilber by Tera Guru
  • 11454 Views
  • 6 replies
  • 38 helpfuls

Add New button from reference field in Agent Workspace?

Hi, in the standard platform interface, when you click on a reference field, you get the New button so if you don't find the record you can create one on the spot.   However, in Agent Workspace the New button does not appear. Is it possible to add it...

find_real_file.png find_real_file.png

Resolved! CSM - Simulator Task 11

I am stuck on this simulator task below. I've completed all except for #3. Can anyone point me in the right direction? Do I do this under the branding editor or under "service portals"? How do I update the existing menu item for Knowledge?   ABC Corp...

Jaleah by Mega Contributor
  • 3465 Views
  • 4 replies
  • 15 helpfuls

Resolved! How to minimize by default the Ribbon in Agent Workspace?

Hello everyone!   I'm hoping that this is a simple question.... I'm wanting to know how to (by default) minimize the ribbon on our case form in Agent Workspace.  I've added a pic showing the ribbon highlighted in the RED rectangle that is in question...

Changing the name seen on the Chat

Does anyone know how to change the name on the Chat message box, from say Sarah Barnes to just Sarah when the chat is answered by an agent - it is obviously taking the data from the User Table, however not sure where I need to go to change it from th...

Sarah Barnes by Tera Contributor
  • 1058 Views
  • 1 replies
  • 0 helpfuls

Create a case from inbound email action

 @Ankur Bawiskar  @Sandeep Dutta @Hemant Kumar ChScenario:If Customer sends an email to xyz@servicenowdevelopers.com it should automatically create a case and route to Agent Workspace for Agents to work on that case. Can anyone assist on this one? 

Resolved! Hide 'Empty' in Dashboard reports

Hi, I have asked to hide 'empty' in dashboard reports. How can I do that can I get any suggestion for that. also, attaching image for reference. Thanks, Jyothi