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...
Hi ,We have a requirement to send the below details in a notification :The Assignment Group has been changed from << Old Assignment Group >> to << New Assignment Group >> The State has changed from << Old State >> to << New...
How do you send a broadcast email in Communities to your members? We are running the Zurich version of Communities. PS: Members give permission to receive email from us when they register and can opt-out at any time, so that part is covered. #commun...
I am currently setting up Agent Workspace. We have some custom tables that i would like to be able to use and view in the Agent workspace. I have set them up, so that the form is visable and works great in the left column, but i cant duplicate the ...
