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How to change the record information in the sidebar

I would like to customize all the record information in the sidebar of the configurable workspace.For example, changing a customer's card to another table card, deleting, etc.If anyone knows any way to do this, please let me know.Best regards.  

aingndn by Tera Contributor
  • 1680 Views
  • 4 replies
  • 1 helpfuls

Publication Recipient Types

When creating a publication recipient list there are 4 options: Contacts, Internal Users, Consumers, and Accounts. I created a test recipient list of type Account and added a filter to include some specific named accounts. Then I tried to add that ac...

mmongeau by Giga Guru
  • 974 Views
  • 4 replies
  • 0 helpfuls

Procurement Case Priority Lookup not working

Requirement: Priority should be changed based on Urgency  & Impact selection for Procurement Case Configuration Done: A data lookup matcher table created in scope 'Procurement Case Management'A data definition table created in scope 'Procurement Case...

Aniket1498 by Tera Guru
  • 450 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to make Lead table publicly accessible for external users?

Hello Community,I have created a custom table called Lead in my ServiceNow developer instance.My requirement is:I want to share a single link with people outside ServiceNow.When they click the link, they should be able to access a form without enteri...

RohitPapann by Tera Contributor
  • 1281 Views
  • 6 replies
  • 0 helpfuls

CSA EXAM

“Hello all, I’m transitioning from a Customer Success role into a more technical career path. I’ve been exploring ServiceNow and I’m interested in the CSA certification. Since it costs $300, I’d love to hear from the community—does this certification...

ayushigupt0 by Tera Contributor
  • 619 Views
  • 2 replies
  • 0 helpfuls

Ability to mass close incidents for User assigned to his group.

In ServiceNow , can a user from a specific assignment group, close multiple incidents or mass close the incidents assigned to that assignment group, without requiring the admin role ?Currently for a user to be able to do this he requires>> itil, list...

varaddd by Tera Contributor
  • 606 Views
  • 3 replies
  • 0 helpfuls

Have a question about CSM External role

I have a Question that snc_external role user can have access to Case table or not ?Definitely, No ...Because external role does not have access to internal tables.But i need Partner User to see the case table. With which role i can grant access to t...

KeerthiPraV by Tera Contributor
  • 361 Views
  • 1 replies
  • 0 helpfuls

New to ServiceNow

Just got into the ServiceNow ecosystem. Planning to take my admin exam next month. Was wondering from some of the seniors what is the best way forward for going from a rookie ServiceNow admin to an intermediate level. Thanks, Chet

Resolved! Not able to Case type table/Menu item

Hello, I have installed CSM family plugin in my dev instance and planning to create a new case type but not able to see case type menu/table. I can see Cases but not Case type.Any additional configuration needed to get case type table? Thanks 

Resolved! CSM with ITSM

If we purchase the CMS standard, we can also use ITSM for free or need more fee for it?

JackieZhang by Tera Contributor
  • 1572 Views
  • 4 replies
  • 1 helpfuls

Resolved! How to Add a Playbook Tab to Case Records in CSM Workspace

Step 1: Integrate Playbook with CSM WorkspaceTo display a Playbook in CSM Workspace, you must configure it as a Related Item or Contextual Side Panel.Configure the Playbook as a Related ItemNavigate to:All → Workspace Experience → Actions & Component...

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HasanRaja by Tera Expert
  • 3784 Views
  • 4 replies
  • 5 helpfuls