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Create a new Case Type

Hi We are looking to create a new case type as part of our Customer service setup. One thing we don't want to happen though is for the new cases types to show in the main CSM lists but I cant see to find out of this would happen or not. Basically we ...

Richard T by Kilo Guru
  • 2775 Views
  • 2 replies
  • 5 helpfuls

snc_external user logging into CSM Portal

Hi Trying to configure.setup the login rules and criteria for our new Customer Service Portal (csm). Internal users with roles log on fine and are directed to the UI but when a customer with snc_external logs on the first land on the welcome.do page ...

Richard T by Kilo Guru
  • 2193 Views
  • 4 replies
  • 0 helpfuls

Resolved! Work around SSO for CSM Login

Hi -   Currently on New York, we are setting up the CSM portal and are running into an issue with our standard SSO. When pressing the login button we are briefly redirected to the loginpage before SSO takes us away to another page. I have found a cou...

Dan Shores by Mega Expert
  • 2413 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to display variables in case task?

We have record producers which create Case and we are displaying the Variables in case form(using variable editor). When we create a task for the case, we need to display the same variables in the case task. Is there any way to do it?  Thanks, Siva

Siva49 by Giga Contributor
  • 5399 Views
  • 8 replies
  • 2 helpfuls

Save button is not working in agent workspace

Hi,  In agent workspace save button is not working properly.. Please find the below steps: 1. Create case in agent workspace 2. Click on assign to me, user received the following error (the following mandatory fields are not filled in)  3. Enter the ...

lucky6 by Tera Contributor
  • 2100 Views
  • 4 replies
  • 2 helpfuls

Resolved! Incident vs Case: What can only be done at an incident?

Hi,  Now, I’m researching the difference incident and case.I have checked this site.https://community.servicenow.com/community?id=community_question&sys_id=824a87a9db5cdbc01dcaf3231f9619c7#:~:text=what%20are%20the%20difference%20between%20case%20and%...

Resolved! CSM client requirements

Would like to understand what is the journey for implementing CSM module.  Specifically looking for questions to ask new customers who want to start their CSM journey

Nithin21 by Tera Expert
  • 2693 Views
  • 4 replies
  • 3 helpfuls

Resolved! CSM contacts for SSO authentication

Hello, We have a requirement to create customer contacts in Azure which will be pushed to ServiceNOW in user table, how can we map them to contacts, Also, while customer admin creates the contacts for their accounts, how can i achieve them to be crea...