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

Forum Posts

Resolved! Custom case tasks

Hi all, I am trying to determine my options for the scenario below. ScenarioWe have a new case type extended from sn_customerservice_case. Within this case type we have the need to retrieve additional information from other parties when required etc....

Kit G by Mega Guru
  • 648 Views
  • 1 replies
  • 0 helpfuls

Inactivity Monitor for Case table

ProblemWe're experiencing an issue with triggering the Inactivity Monitor and sending a provider notification to the user for CASES. A question was raised in the internal chat: Has anyone worked on creating an Inactivity Monitor for the Case table,  ...

Parm1 not fetching for SLA flow

Hi Gurus, We've a strange situation here where our instance is domain separated and we're trying to use an OOB SLA notification flow, but it's not working. Please see below for full details: Our Domain Hierarchy is as follows Global  TOP  Enterprise ...

Nagen_0-1742788017899.png
Nagen by Tera Contributor
  • 450 Views
  • 3 replies
  • 0 helpfuls

Does Read-Only Access to Customer Data Require a CSM License?

Hi everyone, I need some clarification regarding CSM licensing. In our instance, we have users with who work operational account manager who only need read-only access to customer-related data (users, RITMs, tasks, changes, etc.). Do these users stil...

aymane by Tera Contributor
  • 293 Views
  • 1 replies
  • 0 helpfuls

Resolved! How to clear the field value based on another field

Hi Team, I have two fields on case, one is Region(custom field) adn second one is Assignment group.Now In Region field if we select UK as region, in Assignment group it will show only UK based groups.  this one is working fine Below is my script incl...

Gopal14 by Tera Contributor
  • 719 Views
  • 4 replies
  • 0 helpfuls

Resolved! Mobile number limit

I have created mobile number variable on record producer and type is single line text, as of now letters and numbers both are allowing to enter, so I tried with Variable attributes - max_length=10it is restricting length 10 but it is allowing both nu...

suresh101_0-1742977521341.png
suresh101 by Tera Contributor
  • 730 Views
  • 6 replies
  • 1 helpfuls

Resolved! Need to make all the fields read only on a form using UI policy

Hi Team, I Need to make all the fields an interaction form read only when the state is closed for SOW view.am trying to do in UI policy, instead of adding all the 12 fields in UI Policy action, i need a script to write in the run script and to achiev...

Resolved! Company or account for internal clients

Hello everyone,In our company, we receive requests (cases) from external customers as well as requests (cases) from internal customers. I'm trying to figure out the best way to identify internal customers who belong to the same company.Should they be...

Vanessa2 by Tera Contributor
  • 435 Views
  • 1 replies
  • 1 helpfuls