CSM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

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
  • 2320 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 Giga Sage
  • 12148 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  
  • 5645 Views
  • 4 replies
  • 12 helpfuls

User vs Contact

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

RSanders by Kilo Explorer
  • 4795 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
  • 1930 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...

find_real_file.png

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 ...

Resolved! How do I change/update the Agent Workspace Tab text?

We would like to update the text content displayed in the tab of a case opened in Agent Workspace to show a more defining string. In the attached image, all tabs relating to cases show their Case Number, we want to customize this with another field. ...

Wesley17 by Tera Expert
  • 2292 Views
  • 2 replies
  • 3 helpfuls

SLA on case and incident

Hi, I have a question regarding SLAs, and working on cases and incidents. We want to use CSM with ITSM, but are not sure how to handle SLAs when an incident gets created from a case.  Let's say we have a resolution SLA of 4 hours. This is attached to...

Hans Peter by Tera Contributor
  • 2985 Views
  • 3 replies
  • 4 helpfuls