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CSM-Agent Workspace || Spam Emails

< Hi all  I have a requirement to " Identify and block the users who repeatedly triggering the  spam email notification in Agent workspace". How we can find out and which mechanism we use to solve this / prevent in future. Please Help.Thanks in Advan...

thinkwithme by Tera Contributor
  • 459 Views
  • 9 replies
  • 0 helpfuls

CSM Configurable Workspace Redirecting

After installing the Financial Services plugin when I try to go to the CSM Configurable Workspace, it is redirected to the Financial Services Workspace.  The CSM/FSM Configurable Workspace is in the module list but not in the Workspace list an longer...

leeneumann by Tera Contributor
  • 441 Views
  • 3 replies
  • 0 helpfuls

Displaying Active Projects on the Customer Account (CSM) Form

Working in the CSM module, and I know that the Customer Account form can display related information like Contacts, Cases, Contracts, and so on.I'm wondering if there's a way to also display active Projects associated with a customer account on this ...

Scotty88 by Tera Contributor
  • 257 Views
  • 1 replies
  • 0 helpfuls

Filter condition issue

Hello Guys,I'm working on a report where I need to filter records based on a variable called "Stop Date" within a Multi-Row Variable Set (MRVS). The requirement is to display records exactly 21 days before the Stop Date. For example, if the Stop Date...

dmahendran by Tera Contributor
  • 445 Views
  • 5 replies
  • 1 helpfuls

Resolved! Export users from Talentia to ServiceNow.

Good morning,I would like to know if there are any alternative ways to import data from Talentia to SN that do not involve using CSV or XML files. In particular, I would like to know if it is possible to automate the process.If so, could you please p...

Document Intelligence "Failed to process this task"

Hello everyone, everything good ?Has anyone ever experienced this ? I'm trying to test Document Intelligence on a DEMO instance, but whenever I try to process a file it results in failed and gives the error message "Failed to process this task" I cre...

GustavoCN by Tera Contributor
  • 970 Views
  • 5 replies
  • 2 helpfuls

Questions regarding Dynamic Translation on Agent Chat

Hello Experts, I'm looking for someone with experience in Dynamic Translation on agent chat to answer some questions/issues I'm currently having with this functionality. I've recently configured the Dynamic Translation with our internal translation p...

Resolved! wrong link in approvals menu on self-service portal

On our self-service portal we introduced approvals on certain catalog items.The links in the approvals menu don't work wrong link from Approvals menu/csm?id=approval&table=sysapproval_approver&sys_id=fe7f303287b26a109dffa7950cbb351bapproval page/csm?...

How to create a Case from email in ServiceNow CSM?

Hi Community,I want to configure an Inbound Email Action to automatically create a Case in Customer Service Management (CSM) whenever a customer sends an email. My goal:When someone sends an email to a configured ServiceNow email address, it should c...

SahanaJ by Tera Contributor
  • 365 Views
  • 2 replies
  • 1 helpfuls

Resolved! How to control the display of the portal header logo by role

HiI would like to control the display of the portal header logo by role.I want logo A to be displayed to users with role A, and logo B to be displayed to users with role B.Isn't the portal header a widget? If it was a widget, I think you could set it...

HS7 by Giga Guru
  • 764 Views
  • 12 replies
  • 2 helpfuls

Playbook option not available on Service Operation Workspace

Hi Team, We have upgraded plugin for Service Operation Workspace for ITSM Applications. from 5.0.2 to 6.1.7 for Xanadu version. But on Incident or Major Incident management record i can not see playbook option . Can someone suggest on same pls.Thanks...

Pooja P by Tera Contributor
  • 316 Views
  • 2 replies
  • 0 helpfuls