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

Forum Posts

Resolved! Global Search in Next Experience

Looks like we can only search by text for active change requests using the global search field. Any idea how to open this search up to find the closed records?

smithro by Tera Guru
  • 509 Views
  • 3 replies
  • 0 helpfuls

Resolved! In SOW view, am getting the different field behavior .

Hi Team, I have created one new field with the name Additional Info on the incident table with Type Name-Value Pairs.I have added that field in both Native and SOW view of Incident formQuery :1. In Native view , i can see the field behavior  like bel...

AbhilashaGT_1-1741074850384.png AbhilashaGT_2-1741075053216.png

Resolved! Auto closure of related CSM Case task when the parent case is closed

Hi All  There is an auto request, requested item, and catalog task related to a CSM case. A flow designer workflow closes the CSM case 7 days after it is resolved. I want to expand the flow to also close related case tasks. How can I do this, and is ...

CarolMa6 by Tera Expert
  • 708 Views
  • 6 replies
  • 1 helpfuls

Filter @mention on CSM workspace

Hey everyone, I have a BR that filters the mention's users on work notes on the basic regular Case form.This filtering is required for the same field on the CSM Configurable Workspace, but when trying to see if that BR is triggered on the workspace, ...

CSM Configurable workspace Action Bar

We are trying to create a specific Action bar for an audience in the CSM configurable workspace. Having created a new UX Action Form Layout and UX Actions Configuration. We modified the the "Record" page variant for the audience and set the record da...

LeeHerbert_0-1741013358751.png

List View - column that shows if someone is inside cases?

In the list view, I would like to be able to tell if another user is currently inside cases. I have a group of 10 users working a certain case type and they are constantly going into the same case to work, oftentimes they take the case from other use...

bryanc78 by Tera Contributor
  • 942 Views
  • 6 replies
  • 0 helpfuls

Indicator to show if a case has been "read"?

Our team has several different departments that all work the same cases.  User A will go into the case and leave an update which of course, updates the Updated and Updated by Name column in the list view.  User B will then go into that case, read the...

bryanc78 by Tera Contributor
  • 617 Views
  • 3 replies
  • 0 helpfuls