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Resolved! Work Notes and Comments in Agent Workspace

Hi Community --  Our agents want us to remove work notes and comments from the left hand pane in the agent workspace view -- however -- the only way I could find to do that without removing them entirely from the form was via an OnLoad Client script ...

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Marskh11 by Tera Guru
  • 2551 Views
  • 2 replies
  • 0 helpfuls

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
  • 1062 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
  • 1983 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
  • 3230 Views
  • 7 replies
  • 1 helpfuls