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Add/Edit Client email template module from workspace

Hi, I am trying to provide email client template module on CSM workspace to the business users, so that customer can add/modify the template based on their requirements. But upon working on this development, I saw the field body html "html script" fi...

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Customer specific SLAs using contract & entitlements

I have a business requirement where I have to define customer/account specific service level agreements. This needs to be done using contracts & entitlements. I have created contract & entitlement definitions, and attached to the account. Then, I hav...

Workspace: Attachment Related list issue

We have been facing issue with our Attachments Related List on a Case on Agent Workspace which correctly shows all attachments on the table, however when i click on the attachment it opens up the record details in a new tab while i dont see the attac...

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Resolved! Can we add variables in the case and case task table?

Hi Everyone, We have a requirement to add the variables section in sn_customerservice_task table? Is it possible to add the variables in the sn_customerservice_case and sn_customerservice_task tables same as like the variables in the sc_req_item tabl...

_rd by Tera Contributor
  • 822 Views
  • 2 replies
  • 1 helpfuls

Report: How many hours agent has been Available on Workspace

Hello, I have a requirement to create a report that shows many hours every agent has been available in the workspace. The agent history statuses are located in this table "awa_agent_presence_history"I have tried to create a Matric Definition for that...

farnous by Tera Contributor
  • 823 Views
  • 2 replies
  • 0 helpfuls

how to generate a quote

Could you tell me how to generate a quote in ServiceNow?Currently, we are following these steps: 1. Upload PDF template on any record, such as an incident record or an order record, as an attachment. 2. I create two XLM files. One is set up the "Gene...

Does it make sense to combine CSM and Employee Center

Hi - I’m dealing with a scenario where I would like to combine the versatility of Employee Center with Customer Service Management. In other words, replacing /csm with /esc. Does anyone see any technical or functional roadblocks with this approach No...

Hide Email Client in "Compose" section in CSM/FSM workspace

Hi all, I have a requirement to hide the Email client in the "Compose" section from activity stream when the case is closed. Right now, an agent can send an email using this feature even if the case is closed. I want to restrict that. The worknotes a...

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Community Alums by Community Alums  
  • 1723 Views
  • 3 replies
  • 2 helpfuls