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Forum Posts

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
  • 2068 Views
  • 4 replies
  • 3 helpfuls

CIS-CSM Certification

I am preparing for CIS-CSM exam. Can anyone pls provide some helpful tips and if any site or dumps if I can refer.

notification

How to attach pdf in email notification?

komalkp by Tera Contributor
  • 743 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
  • 557 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
  • 784 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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