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

Forum Posts

Resolved! Need to make all the fields read only on a form using UI policy

Hi Team, I Need to make all the fields an interaction form read only when the state is closed for SOW view.am trying to do in UI policy, instead of adding all the 12 fields in UI Policy action, i need a script to write in the run script and to achiev...

Resolved! Company or account for internal clients

Hello everyone,In our company, we receive requests (cases) from external customers as well as requests (cases) from internal customers. I'm trying to figure out the best way to identify internal customers who belong to the same company.Should they be...

Vanessa2 by Tera Contributor
  • 685 Views
  • 1 replies
  • 1 helpfuls

Create Case from Teams - CSM

Hi all,There is a requirement to create a Case from Teams. The common case would be creating a Case by integrating Virtual Agent with Teams, but are there any other methods? Thanks.

shun6 by Giga Sage
  • 648 Views
  • 1 replies
  • 1 helpfuls

CSM/FSM Workspace Landing Page slowness

Hi All,When we open CSM/FSM Workspace Landing page user getting too much slowness.  We have 2 Instances; one instance is base, and another one is Target. Base is Loading with 12 seconds and target is loading 30-40 sec. We migrated workspace customiza...

How can we Closed the Work order task

I have created a Work Order Record and After moving it to Await Qualification state a Work Order Task is created. I have move the Work Order Task to Work in progress and now not able to Closed it as I am getting error as "Provide a summary of the wor...

find_real_file.png

Display list of records based on ui action on ui page

Hello,I am trying to get record details based on my custom table form in workspace. I have 4 fields on my form, last name, first name, gender and dob. If a user enters value, there is a ui action checks the user info from my custom table based on the...

Associate existing similar cases with Incident

When alert is encountered due to outage then alert generate a incident. How can we find out cases those are created by customers for this outage issues and associate related cases on incident

CA5 by Tera Contributor
  • 623 Views
  • 1 replies
  • 0 helpfuls

User criteria restriction Knowledge article visibility

Hi All,User belongs to the benefit group should not see the KB articles of the Payroll and in the same way user belongs to the payroll group should not see the KB articles of the benefits.In order to meet this requirement, we have created custom role...