lead management, when I open a lead form and click the Convert Lead button, the popup window appears blank (white screen). After trying 4–5 times, the popup finally loads correctly and allows me to convert the lead into an account or opportunity. How...
Hi, I am facing issue with out of the box Portal FAQ widget.When the csm_index page in CSM portal is browsed after login, it is displaying published articles but if logged out and trying to browse the same page, the Portal FAQ widget is displaying "N...
Anyone has interview questions on app engine?
We're excited to share that we've launched a new documentation site dedicated to ServiceNow's CRM solution. Whether you're just getting started or deep into an implementation, this content is designed to help you understand the full picture of what ...
Not all our clients need to see the Now Assist icon in the banner.Is there a way to limit the view to a specific role?Any help greatly appreciated.Thanks.
Hello, I have a requirement in CSM. When the case state is 'Awaiting Info' and an outbound email is triggered from the workspace by the agent then the state should automatically update to 'Open'. Any suggestions how can this be implemented?
We are designing a ServiceNow architecture for a university environment with two main personas:StudentsStaff membersThe current requirement is:Students will use a Business / CSM portal.Staff members will use Employee Center.Both students and staff sh...
On CSM/ FSM Configurable workspace, there is a Declarative action 'Apply Header discount' and I want to replicate that functionality as UI Action on Quote table. I tried referring to all the related tables for that declarative action and didn't find ...
Not able to change the status of the csm case task(sn_customerservice_task) and "assigned to " user . getting below error:Part of the query on sys_user_grmember has been ignored because of insufficient access for 'query_match' operation on sys_user_g...
I've successfully set the default font and size for creating Knowledge Base articles to Arial 12 in the Article body field. When using "Create an Article" or "Create New," the default font appears as Arial 12 as expected. However, when importing arti...
When users click the “i” button on the Account reference field, the preview popup opens correctly using the sys_popup view.However, the popup width is dynamically increasing based on the content of a field called Firm Notes.Firm Notes is a String fie...
Hello, We have a user and I want to give him the partner role and want that he can raise the ticket (from the record producer) on anyone's behalf and can choose any account. But when I tried to give me the partnerAdmin role I saw that he still can't...
In ServiceNow CSM Workspace (Form View), the Related Records / Related Lists section shows multiple related items such as Tasks, SLAs, Problems, etc.When the number of related lists exceeds a certain limit (for example, around 10), the remaining item...
We have Create Case button in Account table. We allow user to create case from Account record by clicking on Create Case button which displays the Case Type Selector page that displays the record producers of all case types. When user selects any one...
Hello, recently a customer that has a location in China asked if we could integrate with WeChat and how? I was searching for information about this, and found this in a community a post from 2022: https://www.servicenow.com/community/csm-forum/wechat...