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

Forum Posts

Resolved! Agent Workspace, Compose section

I am currently setting up Agent Workspace.  We have some custom tables that i would like to be able to use and view in the Agent workspace.  I have set them up, so that the form is visable and works great in the left column, but i cant duplicate the ...

find_real_file.png
Gerard9 by Giga Contributor
  • 3177 Views
  • 2 replies
  • 2 helpfuls

Resolved! Account Hierarchy

Hello Community!I would like to get some more information / insight about the Account Hierarchy in CSM.  Example scenario:Account A has 2 children accounts; Account B and Account C. Contacts in Account B and Account C can only view their respective c...

Max Hanssen1 by Giga Contributor
  • 2636 Views
  • 3 replies
  • 0 helpfuls

CSM Data View Only - Will that count as a license?

In the CSM modules, can I give view only access to specific internal users(employees) ? We have limited fulfiller (internal employees) licenses to take action on tasks. However other internal users could benefit a lot from just viewing the informatio...

njsamuel by Tera Contributor
  • 1849 Views
  • 3 replies
  • 2 helpfuls

Reopen cases in CSM

Hi, Is there an option to re-open a closed case in Customer Service? Please let me know Thank you

Community Alums by Community Alums  
  • 2001 Views
  • 2 replies
  • 0 helpfuls

Resolved! Location reference is not showing any hierarchy associated with Contact record

Hi, In the case form, I have a reference field contact.location trying to show the location of the contact but it doesn't show up.  I could see the location record associated with the contact record in the cmn_location table.  It looks like there is ...

Community Alums by Community Alums  
  • 2073 Views
  • 4 replies
  • 0 helpfuls

want to view deafult both work notes and visible comments

i have two fields on case form work notes and visible comments which is journal fields when  agent opens it showing only one fields on clicking on journal field  only it is showing all. but my requirement was  by default it should show both values. c...

find_real_file.png find_real_file.png

Contact not able to edit Watchlist on Service Portal

Hello all I have created a custom Watchlist widget to add only Servicenow users to a Case Watchlist. As a system admin I can add all the users from Servicenow to any Case which works fine(See Screenshot). But When I impersonate a contact and in thei...

find_real_file.png find_real_file.png

Resolved! Creating a case via inbound email action

Hi All, We have a requirement to create a case via inbound email action when from address matches user profile in user table. Use case is like when we send a mail from our outlook to xyz shared mail box, then that shared mailbox will forward that ema...

sukku by Tera Contributor
  • 3619 Views
  • 19 replies
  • 0 helpfuls

How to get encoded query display value

Hi Everyone, I want to get date time fields display values so how can i get it in encoded query . Example: opened on today opened_atONToday@javascript:gs.beginningOfToday()@javascript:gs.endOfToday()

lucky6 by Tera Contributor
  • 2421 Views
  • 12 replies
  • 0 helpfuls

How to give display message in case form using flow designer.

Hello Community; I created one flow designer. it is successfully run. But I want to show(alert/display) flow designer output in form form. So copy the code from code snippets in flow designer and then make a business rule. But this business rule not ...

Harsha1 by Tera Contributor
  • 2841 Views
  • 3 replies
  • 2 helpfuls

How can I customize the ${NOTIF_UNSUB} macro?

Hello everyone,my first question here in the forum refers to the macro ${NOTIF_UNSUB} which is used in the mail template "Unsubscribe and Preferences".The template provides a hyperlink with a predefined mailto content like: mailto:xxx@xxx.de?subject=...