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CSM Workspace is blocked with dependency from customer central in pdi

I wanted to try out the email to csm interaction and looks like it has a dependancy with customer central and can't be tested in PDI. Is there any way we can enable this in my personal instance to test the csm interaction feature. I couldn't even upg...

BhanuC by Tera Contributor
  • 365 Views
  • 2 replies
  • 1 helpfuls

Incident auto resolved if no response from caller

hi Team,When I do not get a response from the caller after recording 3 communication attempts, then the Incident ticket will be resolved and a resolution code updated. is there any OOB feature existing in PDI? if not how to achieve it. Regards,Abhila...

Resolved! Remove HTML tags

Hello.  I would like to set it that any time project_status.executive_summary (an HTML field) is updated then project_status.u_exec_summary (a text field) is updated to the value of project_status.executive_summary without the HTML tags.  Any idea ho...

Incident survey customization

hi Team, scenario 1:  Given I am an Incident ManagerWhen I see that an incident has completed where the survey recipient has received a survey within the last 7 calendar daysThen I see that an Incident Survey is not sent outScenario 2: Given that I a...

Resolved! Not Appear Link for HR case

Hi All, I have observed when added "Tags" field in 1st column of the List view of HR Agent configurable workspace that time not link is showing for the HR case number, why is it happening ? Same behavior I have seen my PDI & customer instance. What i...

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Change approval history

Hi, Can someone please help me on how to create a report to track the duration a change request is with approvers? Thanks for your help in advance!!

vivianlowra by Tera Contributor
  • 350 Views
  • 2 replies
  • 0 helpfuls

Add a wtchlist in the CSM workspace

I'm working in the CSM workspace, I want to add a watchlist field, I would like this field to appear in the right column over the activity stream, there is any way of doing this?  

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PereR by Tera Contributor
  • 643 Views
  • 5 replies
  • 2 helpfuls

Integrate CSM with Azure DevOps

Hello, I created an integration between Jira and CSM, such that a Case could create an Issue in Jira.  I'm being asked to do an integration between Cases in CSM and Azure DevOps now.  Has anyone done this? Thanks,Trish

Awa capacity in use field is not updating or not working

Please help me for below quires or suggestions  1.  I have configured AWA for incident table.  2. Issue - Capacity -in-use is re setting to zero after few min example.  I have given default capacity 2. Agent is holding 5 cases with in- progress state...

xyz7 by Tera Contributor
  • 547 Views
  • 1 replies
  • 1 helpfuls

CSM workspace:Set focus on mandatory fields

Hello Everyone,Is there any possibility on csm workspace to set the field focus on mandatory fields.using g_setMandatory method it displays the message but not redirecting to the mandatory fields. See below screenshot I am looking links to be display...

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Akshay Bhoj by Tera Contributor
  • 284 Views
  • 1 replies
  • 0 helpfuls

User changing a custom workspace list sort order

In the CSM/FSM Configurable Workspace, along with the Service Operations Workspace, a user can create their own list and include a sort definition.  Once the sort definition is set, there doesn't appear to be any way to edit it without creating a new...

Dan T_ by Tera Guru
  • 284 Views
  • 1 replies
  • 1 helpfuls