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

Forum Posts

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
  • 1106 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
  • 2891 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
  • 2547 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
  • 866 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...

Research_0-1743608157803.png Research_1-1743608254310.png
Community Alums by Community Alums  
  • 659 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...

AmruthaKV_0-1724918060655.png AmruthaKV_1-1724918306923.png
Amrutha K V by Tera Contributor
  • 922 Views
  • 2 replies
  • 0 helpfuls