cannot create case from discussion/question in ServiceNow Communities Portal

Tu_n Anh __o Ng
Tera Expert

Hello everyone,

 

I am having issues with the Question to Case feature in ServiceNow Communities Application.

According to our official documentation, we need to activate the Customer Service application and use the proxy_case_creator role to create a case from a question.

However, I was unable to find the Create case button as well as the list of questions that can be turned into a case. I cannot find anything from documentation, and can only assume that the question asker is required to be a contact or some kind of components in the CSM application.

 

question to case 1.pngquestion to case 2.png

Please let me know if you can make it work.

 

Many thanks,

Tuan Anh

1 ACCEPTED SOLUTION

Sandhya Gurram
Tera Expert

Hi @Tu_n Anh __o Ng ,

 

Please check the following conditions.

1. The community profile who posted the question, should be a customer service contact. 

2. The person creating the case should have a "proxy_case_creator" role.

3. Check whether you have enabled the "Create case" configuration for "Social Q&A Question [kb_social_qa_question]" in the CSM Table Map table [csm_table_map].

4. Please check the property is enabled 'sn.communities.enable_csm_case_creation_from_question'.

 

If you have all of these set up properly you will be able to see the option to create a case for unanswered questions.

SandhyaGurram_1-1693203528761.png

 

Let me know if this is helpful.

 

Thanks,

Sandhya Gurram

 

View solution in original post

5 REPLIES 5

Jarrod Cooper1
ServiceNow Employee
ServiceNow Employee

Hi There, 

Please check the following Property:
'sn.communities.enable_csm_case_creation_from_question'

This property provides access to the “Create Case” option on the Community Question widget and the “Question to Case” option on the Community header list menu.

 

 

You also will want to make sure you are testing with an External user. 

Sandhya Gurram
Tera Expert

Hi @Tu_n Anh __o Ng ,

 

Please check the following conditions.

1. The community profile who posted the question, should be a customer service contact. 

2. The person creating the case should have a "proxy_case_creator" role.

3. Check whether you have enabled the "Create case" configuration for "Social Q&A Question [kb_social_qa_question]" in the CSM Table Map table [csm_table_map].

4. Please check the property is enabled 'sn.communities.enable_csm_case_creation_from_question'.

 

If you have all of these set up properly you will be able to see the option to create a case for unanswered questions.

SandhyaGurram_1-1693203528761.png

 

Let me know if this is helpful.

 

Thanks,

Sandhya Gurram

 

Hi Sandhya! 

I am struggling with #3, enabling the "create case" configuration. The only configuration list I see doesn't allow me to edit/add. How can I add it to the table?

Screenshot 2024-02-29 at 9.16.34 PM.png