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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
  • 4002 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
  • 1755 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
  • 1405 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
  • 1239 Views
  • 6 replies
  • 2 helpfuls

How to insert hyperlink in additional comments

Hi, I want to insert hyperlink in additional comments , I have seen some code in Internet but it is still sending this as normal text  to third party through table api . Can anyone help me how to send hyperlink through table api payload..

lucky6 by Tera Contributor
  • 921 Views
  • 3 replies
  • 1 helpfuls

Resolved! How to enable CSM agents to create incident records from cases?

Hi, I try to enable customer service agents to create incident records from cases. According to this documentation, it requires Customer Service with Service Management -plugin and roles; sn_incident_read &sn_incident_write to user.I have that plugin...

Miikka_M by Tera Guru
  • 1161 Views
  • 2 replies
  • 1 helpfuls