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
Forum Posts
Resolved! CSM：How do consumers make payments after purchasing products?
How do consumers make payments after purchasing products in CSM?
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...
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...
Best Practice for opening up Inbound email settings
What is the best practice for Inbound email settings that would allow requests to be created for non-contacts (for example, contacts who are utilizing personal emails) without opening the platform up for spam?
How to revert the problem task type general (Root Cause Analysis)
HiI am facing Issue Earlier I made changes/edit for Problem Task sections - I reverted back to OOTBAfter creating problem task (Task Type General) - Root Cause Analysis is displayed in general task it should not displayPlease help outBy default it s...
CSM login and MFA: enforce MFA for Contacts [customer_contact]
Hi, currently on the CSM portal, Contacts [customer_contact] can log in without MFA. I would like to enforce MFA for them.I updated up the OOTB Role based multi-factor authentication [multi_factor_criteria] (d427668b73003300fdbd04fbc4f6a7b6) by addin...
"Enable Interaction Controls" field in Openframe configuration
What I have to install and configure to see the "Enable Interaction Controls" field on openframe configuration form (as shown in the attached image)?I checked and the field is not available at all on openframe object table.I guess that it is added by...
Resolved! Workflow visibility
Is there workflow visibility in CSM? I would like to see a workflow of all the processes involved in CSM.
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...
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...
notification
How to attach pdf in email notification?
Resolved! How to Set Up Stepper Component for Synchronizing State Field in HR Agent Workspace
I have a requirement to display a state process flow formatter in the HR Agent workspace. While I successfully created a stepper component in the UI Builder, I encountered difficulty syncing the states between the case record and the stepper. I need ...
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...
Help Shape the Future—Share Our Research Invitation With Your Agents
Hi everyone - We’re building a list of agents who are interested in sharing feedback on future-facing designs for CSM Workspace. We'd appreciate you sharing our short invite survey with agents at your company who may be interested in joining. By j...
