Resolved! I don't see the survey overview dashboard in the app menu.
I don't see the survey overview dashboard in the app menu. I'm using the Yokohama version.
Forum Posts
Resolved! Agent Workspace 101 - The Basics?
Hi folks, I've been asked to learn about Agent Workspace, more so from a user perspective, what can it be used for, what can it do, I guess the basics really in terms of what customisation the average user will have and be able to setup and then what...
Resolved! Request for Clarification on CRM Suite Topics – Subtopics and Functional Scope
Hello Community,Thank you for previously sharing the list of topics under the CRM Suite in ServiceNow. I truly appreciate your guidance. The topics I received were:Customer Service ManagementField Service ManagementSales and Order ManagementSale and ...
Disable the login and register pages from CSM Portal
Hi, Is it possible to disable the login and register pages in the CSM portal? We are retiring our customer portal and would like to prevent users from logging in or create new accounts after a certain date. Thanks
form section missing in CSM/FSM configurable workspace
When i open the case in platform view, i can see 4 form sections on the form. But when in csm configurable workspace, one section(major case information) is missing/not visible.I have already added that section to "workspace " view using form layout ...
Actions and Events Missing in CSM Lab 5.3.1 – Case Types
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...
Form Layout Changed in CSM/FSM Configurable Workspace After Yokohama Upgrade
After upgrading to Yokohama, we noticed that when opening a case via the Parent Case link in CSM/FSM Configurable Workspace, the form layout is different from the original case. It shows extra tabs, unexpected fields, and some fields are missing or r...
Notificantin SLA
Could you tell me how to do this step by step?Criterion 3 - Notification of Request Overdue by More Than 3 DaysCriterion 3.1 - Notification DataSending Rule: When the request exceeds 3 days after the expiration of the defined SLA. (Fired only once)Re...
Resolved! Notification SLA
How do I create a notification that the SLA is one day away from expiring?
Unable to make a field mandatory on a case form
Hi, Unable to set the "system" field mandatory. The mandatory field accessed via form design is set to read only. Checked ui policy, client script, acl and business rule but field how this field was set to read only. please help attempted to set th...
Configuration of Dynamic Translation for Agent Chat
Hello Experts, I'm currently trying to configure the Dynamic Translation for our agent chat but I'm a little confused with how to proceed.I've followed the documentation on https://www.servicenow.com/docs/bundle/vancouver-servicenow-platform/page/adm...
Help Needed: Learning CRM in ServiceNow – Looking for Step-by-Step Topics
Hello ServiceNow Community, I’m new to ServiceNow and currently exploring the CRM (Customer Relationship Management) capabilities within the platform. I’d like to learn CRM in a systematic, topic-by-topic manner to build a solid foundation and apply ...
Knowledge no access to a pdf file
Hello everyone, I have the following issue.I have attached a PDF file to one of our knowledge database articles. As admin I can see and download it without any problems.Now I have a user with the external role, who can see that a PDF file is availabl...
Knowledge article displays in form layout, not in user friendly one after NowAssist suggestion
Making use of the global search capability on the portal home page ( csm, industry,... ) it will correctly show me - now assist based - to the right answer. When opening the source KB article, it is precented as a classic form and does e.g. not show ...
CIS-CSM Certification
I am preparing for CIS-CSM exam. Can anyone pls provide some helpful tips and if any site or dumps if I can refer.
