We have a requirement to transfer a asset from user of one account to another user from another account. So I created a 'Target Account' field. Now, If user1 from account1 logs in to portal. selects a asset and raise a transfer request to user2 from...
Is it possible to change the default behaviour view for the activity stream in Agent Workspace? If so, how do I do this?
Hello I am trying to edit this my list filter below on the CSM portal so I can add "My Incidents", "My Change Requests", etc. also to map it to the case table on the side. How do I do that?
Hello, I've been trying to do this by unticking the public option so that anyone who isn't logged in will go to the login page by defaultIt sure works for admin users but not sure why it won't do the same for customer roles. Is there any other way to...
Hi Experts, Could someone provide the below information: 1) Difference between "CSM Configurable Workspace" and "CSM Agent Workspace type"? 2) How to check the workspace type I am using? I mean is it agent workspace or Configurable workspace? 3) Is ...
Hi I have been asked t add a "Save * Exit" ui action to the case form in the CSM workspace as there is not one OOB. Having made copy of an existing save & exit ui action and made it a form button for the workspace it appears fine, it saves the data o...
I want to write script to add a role to a User, thanks
Hi SN Community, I have a client which is looking to extend the Case (sn_customerservice_case) table using the Case Types plugin, but I noticed that the Case table is not defaulting as extensible. Now, I can always update the table myself and extend ...
Hello! We have cases that are generated via an inbound action which trigger a child task to be created. From this task, we would like to reply to/forward the original email (currently resides on Case) via the activity stream. All efforts to copy th...
How can we access or view case responses if we closed the case? We have tried several options, like defaulting the case status back to Ready when a response was provided but this just caused our case aging to grow and we were receiving just comments ...
The OOB Knowledge Article Comments widget uses a MCE editor for the user to fill in the text box on the portal. But it makes the comments on the platform side include html tags so if a user goes kinda crazy with the MCE editor it makes the comments h...
I have a Display business rule to flag the checkbox "u_has_attachments" on Case task table to check if the record has attachments, but this is not working in Customer service scope and getting an error "Function hasAttachments is not allowed in scope...
Hello, Is there a way to give a user administrator rights for the entire CSM application? I could not find a specific CSM Admin role. Wanted to check if and how this can be achieved. Thanks,Sushant
Hello, I have added the "KB Article Comment" widget to my page and it is not displaying at all. Any thoughts? Does it require another widget or a parameter to display? When using the Page Designer, I dragged the widget over and it doesn't show up a...
I need to pass data from one widget to another widget, second widget display over spModal popup. In widget 1 , below is the code for calling spModal and adding widget: $scope.getdata = function(data){spModal.open({title: "Invoice Detail - #"+d...
