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Resolved! Does CSM Create Data Separation

We're looking to add a department to our instance and this department will need data separation (not domain separation). So only fulfillers of this new department will have access to their records, etc. Will the CSM module provide this feature? Thank...

TStark by Kilo Sage
  • 1335 Views
  • 4 replies
  • 2 helpfuls

Resolved! Adjust filter for "Case query for customer"

Hi guys I want to adjust the filter criteria for "Case query for customer". Actualy our customer shouldn't see cases in the customer service portal where a checkbox named u_visible_to_customer is false. I tried to add this filter to the BR and also t...

Adding Email Recipients in CC or BCC

Hi Team, Can you please help me the below requirement, we are sending an email notifications to customer through event queue, event is fired through business rule, now we want want the some of the users in CC or BCC, how can we add the users in CC wh...

Community Alums by Community Alums  
  • 8177 Views
  • 3 replies
  • 5 helpfuls

AWA: Work Item Size Override

My default work item size is set to 1. For this case channel, I've set the following criteria as a work item size override (for testing purposes): Priority=MediumSize=100 When the agent accepts a medium priority case, it does not consume 100 capacity...

BT5 by Tera Contributor
  • 1560 Views
  • 5 replies
  • 2 helpfuls

Resolved! How to hide related list based on condition?

How to hide related list based on condition? My Scenario: We have form Shipment form that Shipment form don't have requests then hide requests related list? Shipment form don't have request ID (filed or variable)but Request having Shipment ID (field)...

RAM75 by Tera Contributor
  • 7855 Views
  • 7 replies
  • 5 helpfuls

Resolved! Install Base in CSM

Dear all,   Can someone explain the real time usage of a install base? How does it help in CSM? No Product docs references please. I want to understand the concept.   Regards, Anish

How to Manage Holiday schedules sla for different regions

Hi All, We are managing different regions(NA,EMEA,ANZ,MEXICO) in our service-now instance and we have different Holiday schedules as per the different regions. Can any one please let me know how can i configure sla where sla definition will run corre...

test221 by Mega Contributor
  • 1354 Views
  • 1 replies
  • 0 helpfuls

Resolved! Close Case button is not working form Service portal to close the case.

Hi Team ,   I am trying to close the case from Service portal I am receiving the error in console (Error: [$compile:tpload] Failed to load template: case-close-template.html (HTTP status: 404 Not Found)) . Any idea on this please assist on this how i...

Nitin30 by Kilo Contributor
  • 1681 Views
  • 3 replies
  • 3 helpfuls

Debugging Script in Flow Designer

Hello, I have a requirement to create a case from an inbound email action.  I have  used Flow Designer to create the inbound action, and that is working fine.  I'm trying to clean the email body and remove extra un-related text before populating the ...

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Cannot assign cases using Visual Task Board - Invalid task ID

When I was trying to assign a case to an agent using the Visual Task Board, the error message below displays. One thing to note is that it works fine using an administrator user role, but not for sn_customerservice_agent. Also an agent can assign for...

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Cathy Song1 by Kilo Contributor
  • 1373 Views
  • 6 replies
  • 2 helpfuls

Resolved! Customer Case Manager can´t see case from other accounts on portal

Hi Everyone, I try to achieve that a customer case manager of account should see case from other account. I have set up a account relation and contact relation with this customer case manager user to the target other account. But when I create a case...

Peda by Mega Expert
  • 2328 Views
  • 9 replies
  • 3 helpfuls

Live Agent Chat with Guest

We are currently investigating the capabilities around Live Agent and I like how an authenticated user can chat with an Agent in the WorkSpace, that agent can then create a case or incident and collaborate with the user on the other end of the chat. ...

Ed McGough by Kilo Contributor
  • 1763 Views
  • 4 replies
  • 1 helpfuls