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CSM Queue based on the customer Type

Hi All, I have requirement to order case based on the customer value, Like Gold,Platinum,Silver. Based on the customer profile ticket should be prioritized.in a field called Queue Number 1,2,3,45, like so on.  LikeDaimond>1Gold >2Plantinum >3Silver> ...

THANVEERU by Mega Contributor
  • 350 Views
  • 1 replies
  • 0 helpfuls

How to add "Description" field to a case in CSM Portal.

Hi, Our requirement is to show the description for the cases in the CSM Portal Solution implemented : In the ticket Configuration form modified Show 'Description' field and set value 'When no variables'. But this Solution is working for only few cas...

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Blessy2 by Tera Contributor
  • 1519 Views
  • 2 replies
  • 0 helpfuls

Service Portal - Case View

Hey All, When I set the description to always on the standard ticket configuration for cases, it still doesn't show up on the portal.  Has anyone else run into this?  I believe that it should show the first line and then have a show more/less button ...

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"Query Rules" is not getting triggered.

The "Query Rules" functionality is not working as expected. There was a OOB query rule set up to display records based on the logged-in user's account.For example, if a user is mapped to an account with 10 cases, only those 10 cases should be shown t...

Sathwik1 by Tera Expert
  • 1129 Views
  • 7 replies
  • 3 helpfuls

How to show up the variables on Catalog Task created from playbooks

Hi,I'm creating a playbook, based on condition it will create the catalog task, But I don't see option to pull the variables to show on the Task level, as we do in workflow or flow from Slush Bucket.  In my SS below, I believe that is the option whic...

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Yathvika by Tera Contributor
  • 775 Views
  • 2 replies
  • 2 helpfuls

ServiceNow Portal – Customers Create and Manage Cases by Account

Hi everyone,I’m working on a ServiceNow portal where customers should be able to create, view, and work on their own Cases, limited to their Account. I’m looking for guidance on: The recommended approach to build this portal (Service Portal vs Experi...

NunoOSilva by Tera Contributor
  • 1079 Views
  • 1 replies
  • 0 helpfuls

I want to be able to upload attachments as a guest user

Hi,When I am a guest user, even if I use "add attachments" in the chat form, I get stuck at "Uploading attachment..." and cannot attach anything.I tried granting the public role using create or readACL of sys_attachment, but it was not possible to at...

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How to Bulk Set Post-Login Landing Pages for Users

Hello community,As a system administrator, do you know how to set the post-login landing page for multiple users at once, based on their group or role?For example, I would like users in the Sales department to be taken directly to the Project Workspa...

keisuke miya by Tera Contributor
  • 1033 Views
  • 5 replies
  • 3 helpfuls