Hi all, 1) It is possible to manage the versioning of the contract documents leveraging OOB functionalities? If not, how it could be done with the minimum customization? 2) Out-of-the-box CSM only manages contract record or it is also possible to cre...
Hello all,I’m Dheeraj Sudan, and my wife, Meenu Hinduja, is currently working on a CRM project for a BFSI client. We’re facing some challenges with our workflow automation: we need to handle errors gracefully at each step while ensuring that duplicat...
Step 1: Integrate Playbook with CSM WorkspaceTo display a Playbook in CSM Workspace, you must configure it as a Related Item or Contextual Side Panel.Configure the Playbook as a Related ItemNavigate to:All → Workspace Experience → Actions & Component...
Can someone guide me through this requirment: How to remove the Acl security constraints message from the workspace?I have tried In Workspace:UX Page Properties add new property Name: hideSecurityConstraintsType: booleanValue: truebut its not workin...
Hi everyone,I’m currently working on CSM Lab Module 5.3.1 – Case Types and I’ve run into an issue in my training instance.The lab directs me to navigate to:All > Now Experience Framework > Actions and Events > Action Bar Declarative ActionsHowever, w...
Hi Community,Currently we have created a playbook for a record producer. Next in the UI Builder CSM workspace created a New Record page and configured the playbook tab for the table which the record producer tasks are being created.In the Variant con...
I am unable to log into my PDI. last time i set up 2 factor authentication using the google authenticator app. but its not getting any OTP while i tried to log in today.There was another way to verify through email as well but even on my mail i did n...
Currency field type is showing the currency dropdowns which are active true on fx_currency table.My requirement is to add new currency dropdowns(which are active false on currency table), Also needs to add other as an option in the currency dropdown ...
Could I change the attribute "name" of the "Offline" presence state without risk to other features or it is not a good practice? I am using the presence state in CSM Workspace to work with Interactions and cases.
When doing walkup check in from walkup portal. The list seems there but when I search for users its showing there are no users even though they are present in user table.Not sure why this is happening. Can anyone help me with this!!!The name appears ...
Hi Team, I am currently using the "Once / Only if not currently running" run type for our Playbooks. However, I’ve noticed that if an existing Playbook is marked as Complete or Skipped while the Case remains open, subsequent updates to the Case trigg...
Hello All, I am currently working on a requirement to optimize our Inbound Email Actions in a Domain Separated instance. We have approximately 133 customers. Currently, each customer has 3 dedicated Inbound Actions (New/Reply/Forward), resulting in a...
Hi,I have a calendar report running on my dashboard which reports the 'Due Date' field of requests. How can I hide the time from these calendar items? The field is simply a 'Date' type field and has no time associated with it, but in the report it li...
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...
Hi Team, We're working in a domain separation environment. I have a requirement to automatically update "Case Time Worked" custom field on Case (sn_customerservice_case) table when "Time worked" field is updated on Task Time Worked (task_time_worked)...
