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

Forum Posts

Resolved! Notification in CSM portal

Hey community, I am troubleshooting an issue in CSM portal. The 'Notification' button in the header isn't available for most of the external users - users who are stored in 'customer_contact' table.Interestingly, we have a 'test user' who is able to ...

AwanishK_0-1788292892768.png AwanishK_1-1788293193617.png AwanishK_2-1788293393480.png
AwanishK by • Mega Guru
  • 952 Views
  • 1 replies
  • 0 helpfuls

Form visibility

whenever the provider has submitted the form for this q1, if he is coming back an looking at the form in q2, he should have enough details to view what is being answered in the previous quarter.

BadhrinathS by • Kilo Contributor
  • 524 Views
  • 1 replies
  • 0 helpfuls

Automatic Qualification of work orders

Hi,I have disabled - Qualification is required for new requests.As per servicenow document(please refer below link), it says if above is disabled than work orders automatically be qualified and moved directly to the next state that is configured for ...

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
  • 1169 Views
  • 2 replies
  • 2 helpfuls

case type not automatically populating in servicedefinition in csm.

Hi, I have created a Service Definition in ServiceNow CSM. I also created a custom Case Type using the platform’s Table feature.However, when I create or update the Service Definition and select the custom Case Type table, the Case Type field remains...

ishamca01 by • Tera Contributor
  • 1076 Views
  • 1 replies
  • 0 helpfuls

Customer Central issue populating customer activity

I am having issues configuring customer central in CSM configurable workspace. The customer activity tab on the interaction record is not populating with any data despite my best efforts. I have tried modifying some of the customer central settings a...

find_real_file.png find_real_file.png find_real_file.png
Reuven by • Tera Contributor
  • 3036 Views
  • 4 replies
  • 1 helpfuls

No cases are visible in "Customer Activity Tab" in CSM Workspace

Hi all,Can you help me to know why there is no Case, Interaction records are visible in my CSM Workspace at Customer Activity Tab.Below are some screen shots related to that. As you can see there are 3 records for Consumer "Gilly Parker" in Customer ...

MrGupta___0-1714659970624.png MrGupta___1-1714660018923.png MrGupta___2-1714660054590.png MrGupta___3-1714660082283.png
MrGupta__ by • Tera Expert
  • 1760 Views
  • 2 replies
  • 0 helpfuls

Resolved! SNOW CSM Multiple inbox challange

Currently there are multiple mailboxes are receiving emails from the clients for different purpose and getting forwarded to SNOW for case creation creating difficult challengesCurrent Challenges The existing RPA-driven process is complex, difficult t...

D Trivedi by • Tera Contributor
  • 2159 Views
  • 5 replies
  • 1 helpfuls

Inbound email actions - custom email addresses

Hello, When using inbound email actions for Case creation we can use email addresses  with suffix like "+teama", "+teamb", "+hr" so it looks like this <instance_name>+teama@service-now.com,  <instance_name>+teamb@service-now.com,  <instance_name>+hr@...

Custom Field is not visible in form layout

I have created a custom field with name "ABC"  on Controls Objective table which is a parent table. Now, I wanted that field to be visible on Control Table as well which is a child table. I tried to pull out the field from Control table form layout, ...

Unexpected Redirection to Zoom Contact Center Login UI Page

We've noticed an issue where certain users are being redirected to the Zoom Contact Center login page ('Callbar' UI Page) instead of returning to the previous ServiceNow page when they hit the "Back" or "Submit" button. This behavior started occurrin...