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Resolved! Advanced Work Assignment - How can you force skills to be primary for assigning, but then user overflow members without the skills if the skilled are unavailable?

Advanced Work Assignment - How can you force skills to be primary for assigning, but then user overflow members without the skills if the skilled are unavailable?  WHen setting the skill for each task as mandatory, the assignment works fine, but addi...

derekjohnson by Tera Contributor
  • 2632 Views
  • 18 replies
  • 1 helpfuls

How to display the workspace banner

Requirement1) I want to display the notification box in the upper right corner to the user to whom I am assigning the workspace.Please let me know, please.(2) I want to change the contents of the notification. Please let me know.  

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Kota3 by Kilo Contributor
  • 1039 Views
  • 1 replies
  • 1 helpfuls

Resolved! "Helpful" Article function in Agent Assist

Hi. Becky postet this question in HR Forum: "In HR Agent Workspace, in the Agent Assist widgets we see articles can be marked as "Helpful". This then shows a "helpful" text on the article card view. However, it doesn't seem to re-order these articles...

Email to PDF

Hello,  I have created a button in the workspace to download the emails associated with a case in PDF. I am using the following code for generated the PDF: var html = mail.body.getHTMLValue();var result = new sn_pdfgeneratorutils.PDFGenerationAPI().c...

Resolved! Accounts & Companies - Contacts & Users

Morning Ever since we began moving to customer service Management we have struggled to get clarity around the definitive structure we need to implement to allow the ITSM and CSM modules to fully service both our internal staff and external contacts. ...

Richard T by Kilo Guru
  • 4110 Views
  • 5 replies
  • 5 helpfuls

Resolved! Changing icon color in CSM Agent Workspace

Hi, I'm doing custom themes and branding on customer's CSM Agent Workspace as this documentation says. What is the custom property (command) in sys_ux_theme CSS for changing colors of "search" and "notifications" icons (see picture attached what I me...

Miikka_M by Tera Guru
  • 1834 Views
  • 9 replies
  • 3 helpfuls

Resolved! How to create Customer Record

Hi All, Could you please help me on below issue. After customer registration done from CSM portal , it will goes to approval. once approval done , system will create a record in user table. Request : customer record should be created  in user table i...

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Supriya25 by Tera Guru
  • 1488 Views
  • 7 replies
  • 0 helpfuls

How to associate request to case management

When a request is created for particular catalog item then case should create and whenever the changes happened in case that should be captured in request ritm comments. How to achieve this.. Thanks in advance..

lucky6 by Tera Contributor
  • 1287 Views
  • 6 replies
  • 2 helpfuls