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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...

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Research by Tera Guru
  • 962 Views
  • 3 replies
  • 0 helpfuls

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...

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maronis by Mega Guru
  • 991 Views
  • 5 replies
  • 0 helpfuls

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
  • 822 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
  • 2189 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
  • 1465 Views
  • 4 replies
  • 3 helpfuls

notification

How to attach pdf in email notification?

komalkp by Tera Contributor
  • 602 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
  • 451 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
  • 625 Views
  • 2 replies
  • 0 helpfuls