Join the #BuildWithBuildAgent Challenge! Get recognized, earn exclusive swag, and inspire the ServiceNow Community with what you can build using Build Agent.  Join the Challenge.

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

Forum Posts

CIS-CSM Exam Questions

I found several CIS-CSM exam questions across different platforms such as Quizlet, Udemy, and Dumpsbase, but I've noticed that the answers often differ between sources. Could you please help me determine the correct answers? 1. As per this url, (http...

Parent-Child Notification Inheritance (Case/Case Types)

Hello Community,I am working with Case Management (CSM) and have several custom Case Types (child tables, e.g., sn_customerservice_case_mytask).I have configured several OOTB and custom email notifications directly on the parent Case table (sn_custom...

RaviN001 by Tera Contributor
  • 1778 Views
  • 10 replies
  • 2 helpfuls

Can we restrict a role to navigate to Portal URL?

Hi All, I have an agent role where the requirement is to restrict this role to stop navigating to Customer Service Portal through URL. In the app navigator the module is not available. The ask is this agent can only access workspace but not portal. I...

gazalagrawa by Tera Contributor
  • 1386 Views
  • 9 replies
  • 2 helpfuls

Document Intelligence "Failed to process this task"

Hello everyone, everything good ?Has anyone ever experienced this ? I'm trying to test Document Intelligence on a DEMO instance, but whenever I try to process a file it results in failed and gives the error message "Failed to process this task" I cre...

GustavoCN by Tera Contributor
  • 1226 Views
  • 6 replies
  • 2 helpfuls

alm_asset table -- assigning substate

In the alm_asset table I am wanting to properly, programmatically, assign the value of the substate when the state changes using a widget.How can I do this? To change the state to "In Stock" the glide record install_status gets assigned to 6. I belie...

Adding Interactive filters to reports in Portal

Hi All,I’ve been exploring the use of UI Builder to create interactive filters for reports from a portal perspective. Specifically, I came across the option to use Client State Parameters to link filters to reports. While I understand the concept at ...

saibandaru by Tera Contributor
  • 354 Views
  • 2 replies
  • 0 helpfuls

Activity stream in CSM Worskpace not working correctly.

Hello, I have a problem with Activity stream and the field changes that should be shown there. We have a custom table for specific cases - audit enabled.  However the agent user can see the activity stream on the case in backed including the field ch...

marketa_w_0-1761304127221.png marketa_w_1-1761304151791.png
marketa_w by Tera Expert
  • 305 Views
  • 2 replies
  • 0 helpfuls

Resolved! Checklist Text Wrap

Hi,Does anyone else have an issue with checklist items not wrapping and cutting off? I know this is OOB, but is there a workaround to get the entire checklist item to show and not cut-off? Thank you!Best,Saul   

Saul6 by Tera Guru
  • 530 Views
  • 2 replies
  • 1 helpfuls

Security around survey results

We have several surveys going around our company for different things , (change requests, new hires, incidents)  what is the best way to lock down the survey to only have certain people view the results. Do i need to remove survey_reader role from ev...

RBlor by Mega Guru
  • 697 Views
  • 4 replies
  • 0 helpfuls