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Forum Posts

Playbook translation

Hello, As anyone ever tried to translate a playbook? The use case is : we want to display the playbook in the agent's language, even if a case is transferred to another agent (i.e. the newly assigned agent will see the translated playbook). It seems ...

Voice Agent for ServiceDesk

Hi Everyone, We have a requirement to create a voice agent as below requirement- "Voice agent for out of office hours. Someone calls the Service Desk, SD is closed, instead of redirect to 3rd party the voice agent steps in and creates a ticket". Kind...

Pooja P by Tera Contributor
  • 320 Views
  • 1 replies
  • 0 helpfuls

Resolved! Workspace 'My Lists' are all missing

We just recently changed all the email/user names in all of our systems, including ServiceNow. When we changed the user name,  the Workspace the 'My Lists' section apparently is tied to the old user name behind the scenes, because all of those lists ...

Dave Wolfe by Tera Contributor
  • 2573 Views
  • 5 replies
  • 1 helpfuls

CSM - Case form - Recommendation

Hi all, We installed the CSM plugin and in the CSM workspace we see twice the "Recommendation" icon in the Case form in the right panel:In fact in the right panel the magnifying glass icon is repeated twice: once at the first position and once at the...

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Tommaso2 by Tera Expert
  • 309 Views
  • 1 replies
  • 1 helpfuls

Simple list widget configuration

We have a custom table in the service portal, i want to add a simple list widget with the approval list so that the users can see who is pending to approve and they can reach out to them directly. But I am not sure on how make the filter dynamic so i...

sola2 by Tera Contributor
  • 513 Views
  • 1 replies
  • 0 helpfuls

Convert Lead Popup Showing Blank Screen Intermittently

lead management, when I open a lead form and click the Convert Lead button, the popup window appears blank (white screen). After trying 4–5 times, the popup finally loads correctly and allows me to convert the lead into an account or opportunity. How...

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Kavushick p by Tera Contributor
  • 515 Views
  • 1 replies
  • 0 helpfuls

Portal FAQ widget not displaying articles if not logged in

Hi, I am facing issue with out of the box Portal FAQ widget.When the csm_index page in CSM portal is browsed after login, it is displaying published articles but if logged out and trying to browse the same page, the Portal FAQ widget is displaying "N...

Murali38 by Tera Contributor
  • 869 Views
  • 2 replies
  • 0 helpfuls

Introducing the CRM Documentation Site

We're excited to share that we've launched a new documentation site dedicated to ServiceNow's CRM solution.  Whether you're just getting started or deep into an implementation, this content is designed to help you understand the full picture of what ...

Update case status when outbound email is sent

Hello, I have a requirement in CSM. When the case state is 'Awaiting Info' and an outbound email is triggered from the workspace by the agent then the state should automatically update to 'Open'. Any suggestions how can this be implemented?

gourabhishe by Tera Contributor
  • 417 Views
  • 2 replies
  • 0 helpfuls

University CSM Design: Students vs Staff Personas

We are designing a ServiceNow architecture for a university environment with two main personas:StudentsStaff membersThe current requirement is:Students will use a Business / CSM portal.Staff members will use Employee Center.Both students and staff sh...

Avi Daniely by Tera Contributor
  • 450 Views
  • 1 replies
  • 1 helpfuls