Forum Posts
Share Your Insights - Survey for Product Improvement
Hi everyone, We're looking for admins and developers (or similar roles) who have deployed features/functionalities in a CSM implementation to complete our Product Research Survey. The insights from this survey are critical in shaping the developme...
Dom Manipulation issue
Hello folks. I’m facing an issue with DOM manipulation. The requirement is: based on the value selected in the Service field, I need to populate the related Name in a specific tab of the Case record. This tab should display the n...
Enable Agent Assist for Custom Case Type in CSM/FSC Configurable Workspace
Hi,Out client has a Case Type for which Agent Assist has to be enabled on CSM/FSM Configurable Workspace. I have followed the steps provided in the link below. This still did not work. I was able to get the icon in the contextual panel. But clicking ...
How to raise CS ticket without informing Client
Hi Team, I need assistance on the steps to raise CS ticket without informing Client.
Blocking access for custom created portal except mentioned IP Address.
Hey folks, I had created one custom Service Portal in my PDI. Now I want that Service Portal to be accessed only with the mentioned IP Range, let's say only for my office Wi-fi. I followed the exact same procedure as mentioned in the official Servic...
I have a requirement where i have to Move the state of the demand from Submitted to Qualified state
I have a requirement where i have to Move the state of the demand table record from Submitted to Qualified state. when all the task that was created in the Submitted state is closed complete or Closed skipped. I've written a After update business rul...
Resolved! Need help adding a custom Activity Action for Playbook on all activities.
Hi All, We have a requirement for creating a custom button named 'Do It Later' use of this button is to move to next activity without changing current activity state. I have created a Activity Action named 'Do It Later' and made it as Client Action a...
Stepper component in UI builder
I have a requirement to show process flow in the CSM workspace. I added stepper component in ui builder but I could not able to sync the choices between state field and choices of stepper. can anyone help me in providing steps to sync the choices and...
Resolved! How to Make a Software Catalog Public in CSM portal
My university recently implemented a Software Catalog and we would like to make it available and searchable without needing to log in. We use the CSM portal (because as a university we want to allow prospective students, and the parents of students t...
I 've to create 5 tasks under in demand Task table and when the demand state is Screening
I want to create 5 tasks under in "Demand Task" table and when the demand state is "Screening" eg : # short description Assignment Group Assigned ToTask 1 ...
Resolved! Missing Checkboxes in Language filter
I'm working on the CSM portal. In the Development environment, when I click on the Knowledge section and open a filter, I can see checkboxes for selecting languages. In the Quality environment,The same checkboxes are not visible, and confirmed that t...
Playbook Look up Records
I am on Xanadu and would like to know how to add a created by "dynamic (me)" condition to look up records on playbook "look up records" activity?
Search in attachment icon on table form view
Hi I want to add search open in the attachment we have seen in the form view of every table to find attachment easily.
