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CSM Module

Hello everyone! I have just passed my CSA exam and will begin my ServiceNow career shortly. Are is there anyone who would provide basic guidance/wisdom on the best practices for being a system analyst for a large scale organization using the CSM modu...

How to use both Auto assignment and Dynamic scheduling in FSM.

Currently In FSM we have different assignment methods. Manual Auto assignment Dynamic scheduling From the above we can select any one of the above. But If I want need auto assignment as well as Dynamic scheduling what needs to be done? Scenario: Disp...

Chaithanya10 by Tera Contributor
  • 2955 Views
  • 5 replies
  • 3 helpfuls

Email to Case AI Agent Issue

Hi All,I have a requirement where an inbound email triggers a flow to create an HSPII record. The system then looks up the HSPII data and anonymizes the email content if it matches a predefined pattern.Based on a Decision Table, if the sender’s busin...

Which plugins are required to test CRM and SOM on a PDI?

Hi everyone,I would like to test ServiceNow CRM and Service Operations Management (SOM) on a Personal Developer Instance (PDI) to get a realistic hands-on understanding of the capabilities.I’m looking for guidance on the following:Which plugins are m...

itspezi1 by Tera Guru
  • 245 Views
  • 1 replies
  • 0 helpfuls

Resolved! Modify the OOB UX List Items

In the CSM/FSM configuration workspace, several default lists appear in the Default List view. We’d like to remove some of these items. What is the recommended best practice for hiding or removing these default lists while ensuring that future upgrad...

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CSM/FSM workspace - modifying the Comments in the Compose section

In the CSM/FSM Workspace I am trying to update the Comments “verbiage” in the Compose section. So far I have figured out how to update the “Everyone can see this comment” part by following this post I found in the community Modify the compose section...

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Natalie L by Tera Contributor
  • 609 Views
  • 1 replies
  • 0 helpfuls

Resolved! Licensing clarification – CSM Case extension

Hello,I hope you are doing well.We are currently reviewing a design decision in our Customer Service Management (CSM) implementation and would like to confirm the licensing implications to ensure compliance and proper documentation.Licensing contextO...

Resolved! Please help me, how can I edit the sidebar in workspace?

Dear Experts,I am new to Servicenow and English. Sorry for my poor English.How do I edit the sidebar in the red frame area?Specifically, I want to add Create Consumer (Verify Consumer) to the sidebar.Thank you, brothers.Yoshi

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k-yoshitomi by Tera Contributor
  • 2399 Views
  • 4 replies
  • 3 helpfuls

Contract versioning and document

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...

Resolved! How to Add a Playbook Tab to Case Records in CSM Workspace

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...

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HasanRaja by Tera Expert
  • 5682 Views
  • 6 replies
  • 6 helpfuls

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...

AkintundeS by Tera Contributor
  • 752 Views
  • 3 replies
  • 0 helpfuls