Flow: Create comments in a case from when a RITM i created via CSM Portal (CSM/ITSM)
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10-17-2022 12:55 AM
Hi!
I have a question that I was wondering if anyone else has some experience with. We are using ITSM and CSM in ServiceNow. And if a customer orders something in the CSM portal a Request with RITM and a case is created.
Usually, the customer will just get redirected to their case after submitting the form in the portal. The problem then is that the case is empty cause all the variables are in the RITM.
A solution I found to this was to just fix it in the flow. I have a flow for each item that is updating the additional comments field. The problem is that inflow I can't find the Case and only the RITM so how I do it is that I choose the following record to update:
RITM -> Request -> Parent
This will be on the task table and will be the case. And in my testing, it works great but I have started to get reports that the flow will not always work for some reason.
The solution we had before was that we just posted to additional comments in the RITM and had a business rule that copyed over to the case but that was a bad solution for us.
The question
To my question. Is there an easy way to find the case in the flow or what solution do you use for the customer to be able to see what they have submitted in the form in their case?
Basically, I just want the customer to see the questions and what they typed in each field so if there is a more dynamic way to do it please tell me as when you have some hidden fields that customers are just using sometimes the flow gets pretty messy.
Please ask any follow up questions if this makes no sense at all. Thanks in advance!
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10-17-2022 01:06 AM
Here is an example of how we do it today:
The problem with this solution:
- It is a manual process where we have to create custom flows for each item
- There is something weird where comments are not always written to the case (Probably something to do with the whole parent thing)
- Does not support multiple languages in an easy way
- Now we just write everything in English but that makes a bad experience for customers that are using the portal with Norwegian as their selected language.
Dream scenario
- General flow that just takes comments on every question and customer input dynamically
- Example:
- Check what variables contain information
- Then comment on all the variables like this: Question: Customer input
- Example:
- It would also be nice if the question name that was commented on was in the language the user sees the form in. (Our agents speak and read both languages we use in our portal. Norwegian/English)
- Most of our customers prefer Norwegian but we have some international customers that need English.
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10-17-2022 03:15 AM
Maybe this could solve the getting variables part. But then the big question is getting it into the case comments without copying from RITM to REQ and then from REQ to case via Business rules.
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04-18-2024 01:33 PM
Not sure if you were able to figure this out already, but for others, you can do this in 2 steps using the flow designer. Note that I used some scripting, but only to create the output string.
1) Create a new action in flow designer and use the following code:
Be sure to add an input variable as a reference to the RITM table (look at the image below to see an example), name in this script is 'requested_item', but you can use what you want. Also do the same with the outputs variable but make it a string.
(function execute(inputs, outputs) {
var req_record = inputs.requested_item;
var comment = 'Request Variables:';
for (key in req_record.variables) {
var v = req_record.variables[key];
comment += '\n' + v.getGlideObject().getQuestion().getLabel() + ": " + v.getDisplayValue();
}
outputs.variables_comment = comment;
})(inputs, outputs);
2) Add the action to a flow that is triggered by a service catalog, or where you do a lookup for a RITM.
Now that you've added your action into your flow, you'll have a variable that you can reuse across the board for any item. The nice thing about this is it can be easily added into any item, or simply any time a catalog or case is created. Much faster than manually adding every variable into a comment.
Hope this helps people, I had a hard time finding the perfect solution but this worked really well for me. 🙂