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Resolved! Workflow visibility

Is there workflow visibility in CSM? I would like to see a workflow of all the processes involved in CSM.

GhouseK by Kilo Contributor
  • 720 Views
  • 1 replies
  • 0 helpfuls

Resolved! CSM/FSM configurable workspace popup modal new button

Hi all, Is there a way to add a new button to the popup modal for reference fields in the CSM/FSM configurable workspace?The specific requirement is to be able to create a new contact and associate it to the case without navigating away from the case...

Dejan by Tera Expert
  • 1922 Views
  • 5 replies
  • 6 helpfuls

Unable to install CSM/FSM Configurable Workspace on PDI

Hi all, With the Yokohama release, multiple previously available plugins have been transferred into the Store. Due to this, I am unable to install now the plugins: CSM Configurable Workspace, FSM Configurable Workspace, Workforce Optimization for ITS...

williamkos by Tera Contributor
  • 1174 Views
  • 4 replies
  • 3 helpfuls

notification

How to attach pdf in email notification?

komalkp by Tera Contributor
  • 486 Views
  • 3 replies
  • 0 helpfuls

How to revert back the OOTB problem task type RCA/General

Hi I am facing issue I made changes for problem task in form design removed some sections and added Now i dont need custom section I want to keep OOTB as it after reverting/rolling back everything is okay in Classic Ui/ Backend UiBut after creating p...

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Research by Tera Guru
  • 368 Views
  • 1 replies
  • 0 helpfuls

Formatter

Hi Team, Can we call formatter on case form and make it mandatory as per assignment group changes? Thanks & Regards,Reena

Resolved! Multi Row variable set varriables are missing in Report Filter

Hi Team,I have a multirow variable set [Contact Info] for a Record producer[creating record in case table] .But when I am creating a report ,  I cannot choose those variables from report filter.Could you please help me here.Please find the screenshot...

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Amrutha K V by Tera Contributor
  • 536 Views
  • 2 replies
  • 0 helpfuls

Search issue on CSM portal

When trying to search for a CR on the portal, it returns its correspondent RFCH case. We need it to return the only CR case so that the customer can see all the up to date notes. Is there any other solution for this?

All approvals required again if rejected once

Hi,I need to make it so that if any approval is rejected - others cease to apply and are required again for Normal Change Request.The problem is that in each approval step we have a script that if a person has previously made an approval and approved...

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