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Resolved! access case type created in standard UI in agent workspace

Hi, I have created a scoped case type in standard UI and its working perfectly fine in standard ui. I want same case type to be available while creating case from agent workspace. content from doc site: "Customer service agents can use the case types...

Bushra2 by Tera Contributor
  • 2269 Views
  • 2 replies
  • 2 helpfuls

Issue with a Watermark

  Have an occasionally reported issue with inbound e-mail processing and updating cases, and was able to track down a specific example. In this case there has been back and forth communication with a client on a case. Some of the communication with t...

seanboggess by Tera Contributor
  • 2123 Views
  • 5 replies
  • 0 helpfuls

Resolved! Passing values from ui action to ui page processing script

Hello, I want to create a UI Action and pass the value to UI Page processing page. I created UI Action and UI Page but able to get the parameters to processing script. UI Action UI Page Processing Script Please suggest the way to get the values to...

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Community Alums by Community Alums  
  • 2023 Views
  • 1 replies
  • 0 helpfuls

How to restore accidentally deleted ATF test

I accidentally deleted a test that I wrote in ATF. Is there a way, I can restore the test back.   I used deleted_Records and searched for "*atf", but when tried to recover - I got error Error Message Syntax Error or Access Rule Violation detected by ...

Aruna1 by Kilo Contributor
  • 2122 Views
  • 5 replies
  • 3 helpfuls

Resolved! Quick way to log and close Service Requests

I am looking to see if anyone has a quick way to log service requests as an agent and close. A specific example being for password resets. We want to be able to log these as service requests quickly without generating tasks. On reviewing how other bu...

Sian J by Kilo Explorer
  • 1983 Views
  • 6 replies
  • 0 helpfuls

Resolved! Difference between a case and incident?

Hi Developers, Can someone help me understand what is difference between case and incident ? or explain in brief about difference between CSM and ITSM like when to chose these options Thanks and Regards, Zakir

Mohammed8 by Tera Contributor
  • 11341 Views
  • 3 replies
  • 6 helpfuls

Resolved! Why is that we have 2 different tables for Consumer and Customer?

We have a case where a user who is sometime a Consumer and sometimes he acts as the customer. Can i use only the customer forms or is there a need to use the consumer tables too. If i go ahead and using on the Customer table what is that i will miss ...

Community Alums by Community Alums  
  • 5197 Views
  • 4 replies
  • 12 helpfuls

User vs Contact

What is the impact of making all "sys_users"  "contacts"

RSanders by Kilo Explorer
  • 4390 Views
  • 5 replies
  • 8 helpfuls

Download or Export Reports from Service Portal

I am using the reporting widget in our Service Portal to display several reports. I'd like to enable the ability to download or export these reports to PDF/PNG. Is there a way to do this with the OOTB widget?

Andy Haupt by Kilo Explorer
  • 1787 Views
  • 3 replies
  • 0 helpfuls

Resolved! How to hide Annotation Line on Form load.

Hi All, I wanted to hide the Annotation(Line separator) for some specific condition. I have written the below code in UI policy, but still getting the Line: In Execute if true: function onCondition() { my_annotation.style.display = 'block'; } The o...

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Resolved! Copy comments between Incident and Case

Hi Why: We want all customer interaction to happen through the related Case record.How: Business Rule on both the Incident and Case table (also tried on the task table, with same issue).Issue: The code works, but since it is generating a loop on the ...