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How to create Instance for Customer Service Management

Hi, Anyone can suggest how to create demo instance for Customer Service Management I would like to explore the Customer Service Management. On Service Now Developer site, created an instance. The instance created for IT Service Management and there i...

Resolved! Cannot see the Agent inbox in Agent Workspace for CSM

i am trying to configure the agent workspace for CSM but i cannot see the agent inbox. The only way i can see the agent inbox is if the user has the admin role, i have reviewed the documentation but i cannot see which is the role requiered. This is i...

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Federico4 by Tera Contributor
  • 6059 Views
  • 2 replies
  • 13 helpfuls

Using ${URI_REF} For a Parent Record

I'm creating a notification on the sn_customerservice_task table that triggers when a task on a case is assigned to a particular set of individuals. In the notification, I want a clickable reference to the task number, but also a clickable link to th...

User398360 by Kilo Contributor
  • 3780 Views
  • 6 replies
  • 5 helpfuls

Resolved! I am not able to see the Notifications in CSM Portal.

When I am checking CSM portal in ServiceNow Docs, The Customer Service Portal header includes the Notification link.   But When I installed the plugin for customer service portal and logged in I am not able to see Notifications link.  Note: I logged...

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adi91221 by Kilo Guru
  • 2540 Views
  • 5 replies
  • 1 helpfuls

Resolved! How do non-admin users access to Email of System Notification?

Hi there, I went through a lot of SN docs and questions on community and yet, I have not been able to find the solution. So below is my query: I have the SNow instance accessible to only internal users and Customer Service Management for B2B customer...

Khanjan by Giga Contributor
  • 4117 Views
  • 15 replies
  • 2 helpfuls

Why cant CSM Agents Create Contacts or Accounts

We have an issue at the moment in that the OOOB Roles for Customer Service Management do not allow our CSM agents to create or update contacts. Not all of our Customers are keen to use the Portal functionality and prefer phone and email and this caus...

Richard T by Kilo Guru
  • 1585 Views
  • 10 replies
  • 4 helpfuls

How to set up Inbound Action based on BCC

Dear Now Community, Need to seek your advise how I can set up an Inbound Action following below requirement : Condition should read the recipient on BCC Action is it should create cases depending on the Mapping that would follow the recipient on BCC....

KRM by Giga Contributor
  • 1590 Views
  • 6 replies
  • 1 helpfuls

Resolved! Contract expiration notifications - adding additional conditions

Hi all I have been looking into adding more contract expiration conditions to our OTB New York instance. I am by now means a developer so basic terminology would be greatly appreciated.  Following these guidelines; 'When the contract.expiration event...

Lee Coogan by Tera Contributor
  • 3101 Views
  • 1 replies
  • 3 helpfuls

Resolved! How to Auto-populate field value in the related list form

Hi, I have created a string field WOT number in the cmdb_ci_storage_device form and I have brought the related list storage device in the work order task, When I click on new in the storage device related list of the work order task form, the current...

Vivek13 by Tera Contributor
  • 2883 Views
  • 8 replies
  • 3 helpfuls

Take survey widget - how to take out the Intro page?

Hello, There is a widget named "Take Survey" for the Portal. Inside of this there is a part  <!-- Survey Intro page --> <div class="wrapper-md text-center intro-text" ng-if="c.state == -1"> ................. ..</div> This Intro page basically generat...

rexter1 by Tera Expert
  • 2094 Views
  • 5 replies
  • 2 helpfuls

Question/Assistance on CSM- Incident Integration via Extension Point

Hi, Can anyone assist me in adding custom integration between CSM-Incident modules? I was looking at the CSMIncidentIntegrations Extension point under Scripted Extension Points and one of the OOB integrations is copying Comments from Incident to Case...

Akshya by Tera Expert
  • 1717 Views
  • 1 replies
  • 3 helpfuls