Customer Service - Case - Appointments

Steve6
Tera Expert

Hello!

 

I'm writing to find out if there is a way to display in a Calendar view the appointments added to a Case in Customer Service.  Below is an appointment I created in my PDI.  I'm hoping there's a way to configure a calendar view to see it along with other appointments.

Steve6_0-1701972149210.png

Any help is appreciated.

 

Steve.

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @Steve6 ,

Unfortunately, as of now we don't have any functionality/Plugin/Feature to support your requirement.

 

View solution in original post

4 REPLIES 4

Community Alums
Not applicable

Hi @Steve6 ,

Unfortunately, as of now we don't have any functionality/Plugin/Feature to support your requirement.

 

Thank you, Sandeep!

Community Alums
Not applicable

Anytime @Steve6  😊

mohitchauhan
Tera Contributor

Hi @Steve6 ,

I am not sure if you are still looking for the answer to this. But I am also working on one of the use cases related to this and hence sharing the solution I tried.

You can achieve it by creating a UI Builder Experience utilizing the Calendar or Calendar Report UIB Component. I used Calendar UIB Component and sharing the steps I followed:

  • Open UI Builder https://<your-instance>.service-now.com/now/builder/ui/home
  • Create New --> Enter all the details (Select Portal or Workspace App Shell UI)
    mohitchauhan_0-1715265159353.png
  • Open Experience
  • Create a New Page --> Create from Scratch --> Enter the details --> Looks Good --> Name the page variant --> Next (You should be on the below given screen)
    mohitchauhan_1-1715265316262.png
  • Select "Default" and it will open the UI Builder Editor
  • Under the "Body" --> Add component --> Layout (I used single column)
  • Under the "Column" --> Add component --> Calendar (like the below screenshot "with demo events")
    mohitchauhan_2-1715265536326.png
  • Add Data Resource "Look Up Multiple Records" and configure it as given in screenshot
    mohitchauhan_3-1715265660183.png
  • From the "Content Panel" select the "Calendar 1" component
  • Click to edit the "Events" details --> Use Script (You may use the script below, just change the data resource id as per the name you gave it while creating)

 

/**
 * @param {params} params
 * @param {api} params.api
 * @param {TransformApiHelpers} params.helpers
 */
function evaluateProperty({
    api,
    helpers
}) {
    const apptArr = api.data.look_up_appointments.results;
    let calendarArr = [];
    for (let i = 0; i < apptArr.length; i++) {
        const calObj = {
            'id': apptArr[i].sys_id.value,
            'title': apptArr[i].subject.value,
            'start': apptArr[i].start.displayValue,
            'end': apptArr[i].end.displayValue
        };
        calendarArr.push(calObj);
    }
    return calendarArr;
}​

 

  • Scroll down to the configuration for "Context date" and edit to choose "bind data", then enter  "@context.session.user.timeZone"
    mohitchauhan_4-1715266171698.png
  1. Save and open the experience using list item in Preview--> Open URL Path
  2. Ceate few appointments in "sn_customerservice_appointment" table and you should be able to see them in Calendar View 😊
  3. You can do much more to those events by binding events with event handlers if you want.

Please mark helpful if you find this useful!

Regards,

Mohit