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

Forum Posts

CSM roles/access

Hi Team, As one of my client requirement, i need to create a new work flow for CSM. which level of access/role is required to manage the case management. which is the highest role for CSM, do we have admin role that applies only to CSM? Need your ass...

Murali7 by Kilo Contributor
  • 1195 Views
  • 4 replies
  • 0 helpfuls

Partner Account relationship not working

Hello, I am trying to add a partner to a existing account. I couldn't get it to work on the Prod instance to I spun up a PDI and tried it there and still couldn't get it to work even though the demo data seems to be working fine ... I think its fair ...

Woz1 by Giga Contributor
  • 1607 Views
  • 6 replies
  • 0 helpfuls

Resolved! Survey service portal change to 'customer' portal

By default the link for a survey is set to the default SP like below, but in our case we have multiple customer portals (CSM)  https://****.service-now.com/sp?id=public_survey&instance_id=123456789 So in my case i would like to sent a link related to...

Twan by Tera Contributor
  • 990 Views
  • 3 replies
  • 1 helpfuls

Resolved! Partner accounts and Contact Relationship

Hi We have a partner account Set up "Acme Partners" which is linked to accounts X & Y via Account relationship. We have also added one of the Acme partner contacts as a contact relationship under Accounts X & Y When the Partner contact logs onto the ...

Richard T by Kilo Guru
  • 3091 Views
  • 3 replies
  • 1 helpfuls

Resolved! Approval Workflow for non-task Table

Hello,  I am new to ServiceNow and a bit confused by various answers already for this question. I have a custom order table (a non-task table) and I want to implement approval process. How would I be able to achieve this? Could it be done using Flow ...

Prasun2 by ServiceNow Employee
  • 1642 Views
  • 2 replies
  • 1 helpfuls

Resolved! When the email is received in Customer Service case from people other than contact, agent are not notified with the Case Update. How can we notify the agent when other than contact replies to the case.

When the email is received in Customer Service case from people other than contact, agent are not notified with the Case Update. How can we notify the agent when other than contact replies to the case.

Richard57 by Kilo Contributor
  • 810 Views
  • 3 replies
  • 1 helpfuls

How to change the text color of a field

Hello everyone, I'm having the following problem:I have to change the field color to red when the user is VIP.But I'm not getting it, I've already created the style and the client script, but I can't change it, neither in the form nor in the table. I...

Resolved! Export Case fields into word document

Hi All, Iam looking for a solution to generate word document from case. When i click on a button it should get values from some of the fields in the case and populate it into a word template. Any help on this one is appreciated

Harsha M by Giga Contributor
  • 1223 Views
  • 4 replies
  • 1 helpfuls