CSM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Resolved! How to show a field after submitting form on service portal?

I need to show "watchlist" filed after the form is submitted on service portal. (form is a record producer) can anyone help me on this. This is how it looks after submitting the case as of now. can we show watchlist field somewhere here : (attached s...

Jaydee1 by Tera Guru
  • 1216 Views
  • 10 replies
  • 2 helpfuls

Close case when Request closes

I'm trying to find a way to close the case when the associated request closes. As case is the parent of request, I thought I could do this via a business rule without scripting. However I cannot get it to work. I've attached screenshots of my busines...

Case close when Req close rule pic 1.png Case close when Req close rule pic 2.png

How to show inbox module in Agent workspace

I have done all the setup for virtual agent by installing plugin and assigning role to user to make chat setup. It is coming fine in portal end, but in agent workspace setup I am unable to see Inbox module on my left hand side. Please let me know how...

DeepikaMishra_0-1665310738754.png

Resolved! new instance initial data import

For a new implementation of customer service  - foundation data  as the first application module to implement. Isn't it  better  to import the data ,  in production and then clone it to lower sub production instances . Any issues or suggestions

Adding parameters in URL

When a user is clicking a url from external application then it should redirect to a catalog item in servicenow with short description 'SAP'  I tried passing paramenters as below but its not working . Can anyone helo me pleasehttps://{INSTANCE NAME}....

JPSS by Tera Contributor
  • 1449 Views
  • 9 replies
  • 0 helpfuls

How to Hide variable dropdown choice from the Catalog item?

We have two identical catalog item in a service portal. We have to Hide one of dropdown choice from one single catalog item, we use below client script but it didn't work. Please provide some relevant solution for hiding the choice. Please find the b...

B2C Vs B2B2C - CSM data model

Hi Experts,  Please someone can help with some details on B2C Vs B2B2C data model for CSM. If you have some use cases which can help in selecting the correct approach.  Regards,Uzzawal

uzzawal by Tera Contributor
  • 2461 Views
  • 2 replies
  • 0 helpfuls

Customer "My Lists" in CSM portal

A customer with "sn_customerservice.customer" role is not able to view "My lists" in CSM portal.When customer clicks on "My lists" on CSM portal it shows "Sorry, the page you requested was not found."

Resolved! Engagement Messenger Customization

Hi All, I would like to know if there is a way to fully customize the existing engagement messenger module. The guided setup only offers limited customization. Is there a way for me to create my own theme and build the chat appearance from the ground...