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Forum Posts

category Filed is not populating in CSM workspace

Hello Everyone, I’m currently facing an issue with CSM Workspace while creating a case. I’ve updated all the necessary fields like category, subcategory, and others that are required for case creation. Upon creating the case, I checked the Case table...

Platform Analytics dashboards filter by catalogue item variables

Hello community, I want to filter a dashboard using an interactive filter based on a catalogue item variable, but I'm not sure how to do this. Also, when I try to add column variables to a simple list in the dashboard, it displays all the variables i...

absadik by Tera Contributor
  • 1420 Views
  • 4 replies
  • 1 helpfuls

CSM - Creating cases via Social Media

Hello Everyone, Can we create table record on ServiceNow via Tweets/hashtags from Twitter. I couldn't find any relevant documentation regarding this. I want to create a case whenever certain hashtags or keywords are used. Also can social listening be...

Community Alums by Community Alums  
  • 2909 Views
  • 7 replies
  • 1 helpfuls

CSM Queue based on the customer Type

Hi All, I have requirement to order case based on the customer value, Like Gold,Platinum,Silver. Based on the customer profile ticket should be prioritized.in a field called Queue Number 1,2,3,45, like so on.  LikeDaimond>1Gold >2Plantinum >3Silver> ...

THANVEERU by Mega Contributor
  • 526 Views
  • 1 replies
  • 0 helpfuls

How to add "Description" field to a case in CSM Portal.

Hi, Our requirement is to show the description for the cases in the CSM Portal Solution implemented : In the ticket Configuration form modified Show 'Description' field and set value 'When no variables'. But this Solution is working for only few cas...

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Blessy2 by Tera Contributor
  • 1661 Views
  • 2 replies
  • 0 helpfuls

Service Portal - Case View

Hey All, When I set the description to always on the standard ticket configuration for cases, it still doesn't show up on the portal.  Has anyone else run into this?  I believe that it should show the first line and then have a show more/less button ...

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"Query Rules" is not getting triggered.

The "Query Rules" functionality is not working as expected. There was a OOB query rule set up to display records based on the logged-in user's account.For example, if a user is mapped to an account with 10 cases, only those 10 cases should be shown t...

Sathwik1 by Tera Guru
  • 1496 Views
  • 7 replies
  • 3 helpfuls

How to show up the variables on Catalog Task created from playbooks

Hi,I'm creating a playbook, based on condition it will create the catalog task, But I don't see option to pull the variables to show on the Task level, as we do in workflow or flow from Slush Bucket.  In my SS below, I believe that is the option whic...

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Yathvika by Tera Contributor
  • 927 Views
  • 2 replies
  • 2 helpfuls

ServiceNow Portal – Customers Create and Manage Cases by Account

Hi everyone,I’m working on a ServiceNow portal where customers should be able to create, view, and work on their own Cases, limited to their Account. I’m looking for guidance on: The recommended approach to build this portal (Service Portal vs Experi...

NunoOSilva by Tera Contributor
  • 1273 Views
  • 1 replies
  • 0 helpfuls