create a monthly or annually report with timecard table in the place of weekly reports
how should I create a yearly or quarterly reports on timecard table in the place of weekly
Forum Posts
sales and order management(SOM)
In Field Service Management Workspace, while modifying the order, after modification when order is submitted, while in the modification order the modified product is being shown but order is not getting updated in product inventory or in product char...
Is it impossible for requesters to view announcements on the portal other than “banners” and “widget
Referring to the following document, I created a tabbed list and set “Announcements” table to it.However, customers under the account are not able to view it; I added the “sn_customerservice.customer” role to the ACL “announcement”, but they cannot s...
Portal view issue
If Vendor account option is not ticked for selected user, do not allow form to be submitted and redirect user to the admin form https:xyz.com form. I need to do this on service portal; can anyone please suggest the steps to achieve this.
Resolved! Every time the administrator opens the portal, an error is displayed.
Whenever the administrator opens the portal, the following error message appears.I am currently investigating, but if anyone knows how to resolve this, please let me know.I have confirmed that it does not appear in the requester.
standard ticket page, how to show description always expanded
We are using the standard ticket page in our csm portal. Is it possible (and how to configure) to have the description be expanded by default? It's been an observation that the "show description" expander isn't always noticed, and our users would l...
Customer Central issue populating customer activity
I am having issues configuring customer central in CSM configurable workspace. The customer activity tab on the interaction record is not populating with any data despite my best efforts. I have tried modifying some of the customer central settings a...
Mark Answer as Accepted
I am working on an engagement model whereby customers help curate content in various forums. Many of these users are experts and I would like to give them the ability to mark replies as correct, BUT I don't want to give them Forum Admin permissions....
How to add approvals to the record page tabs in CSM/FSM Configurable Workspace
We are considering using CSM for a current project, however cannot figure out how to customize the Record page tabs on the Record page. I see that they are controlled by the "Routes" field, and I can see the two items when I open the data resource an...
Resolved! Playbook 'User Form' activity 'Complete Condition' missing
Hi all,Very new to this field and hoping someone will help.I am working on a playbook and trying to use "User Form" activity to capture some field(s) values.I would greatly appreciate any help you can provide how to validate user's input in 'User For...
Resolved! Trying to use Interactions with Yokohama
We are currently being swamped with Incidents, so I want to set up Interactions so that Agents can create Interactions instead of always creating Incidents for every call. SO I expect that there will be a screen where the agent will create an Intera...
Reports Publishing to dashboard
I have created reports and added them to the Dashboard.Previously, once I had saved the reports I could publish them on the sharing option. Now it only gives me the option to schedule, add to the dashboard.If I add to the dashboard without publishing...
Resolved! In CSM/FSM workspace how to remove incident list under mylist
Hello everyone,I am just adding the incident list under the my list section in csm/fsm configuration workspace how to remove this from my list and also i want block the entire incident list in csm/fsm configuration workspace, any one suggested me how...
Resolved! Automated Selection of Dispatcher Group and Assignment Group Using Territory Planning
We are currently facing a challenge with our territory planning in ServiceNow. In our setup, each territory contains multiple dispatcher groups for different types of trades. We are looking for a solution to automatically route work order tasks to th...
Resolved! Voucher Badge
I have completed the course, and it says that I am eligible for a Voucher, but I cannot find it, can anyone help?
