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User Stories for CSM and SOM

Hi everyone,I'm looking for the link to the official User Stories spreadsheet used for implementing the CSM and SOM modules in ServiceNow.Could anyone let me know where I can find it or, if possible, share the download link?Thank you in advance for y...

LucieneC by Tera Contributor
  • 384 Views
  • 2 replies
  • 0 helpfuls

Synch form and email composer

In the CSM/FSM Configurable Workspace, is there a way to keep the email template values in synch with the unsaved form? Are there any work arounds to prevent agents from sending an email with stale values in the template when there are fields that ha...

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ColeM by Mega Sage
  • 325 Views
  • 3 replies
  • 0 helpfuls

How to filter agent assist results by Knowledge Base

When using Agent Assist in the CSM/FSM Configurable workspace, how can the user filter restults by knowledge base?  I found the following resources but have been unable to filter.  https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=...

ColeM by Mega Sage
  • 269 Views
  • 1 replies
  • 0 helpfuls

"Enable Interaction Controls" field in Openframe configuration

What I have to install and configure to see the "Enable Interaction Controls" field on openframe configuration form (as shown in the attached image)?I checked and the field is not available at all on openframe object table.I guess that it is added by...

Francesco10 by Tera Contributor
  • 895 Views
  • 1 replies
  • 0 helpfuls

Categorizing Accounts that are Government Agencies in a B2B2C model

Hello,What's the right way to denote Accounts that are government agencies? Would it be on the Business Structure? Out-of-the-box, it doesn't have an option for Public Sector. The Industry field doesn't seem to be the right fit - since the choice lis...

Jyo2 by Tera Contributor
  • 392 Views
  • 1 replies
  • 0 helpfuls

Document Intelligence Custom Use Case

Need assistance with a detailed solution. Our requirement is to fill a smart assessment form from the portal by uploading attachments that contain questions and answers. The Document Intelligence solution should extract the data from these attachment...

Special Handling Notes with Dynamic content

Does anyone know if it is possible to implement special handling notes with dynamic content.  That is using a special handling note for a particular purpose without configuring a special handling note for every output.   Example:  We would like to us...

Mundo23 by Tera Contributor
  • 587 Views
  • 5 replies
  • 0 helpfuls

Which plugins are required to test CRM and SOM on a PDI?

Hi everyone,I would like to test ServiceNow CRM and Service Operations Management (SOM) on a Personal Developer Instance (PDI) to get a realistic hands-on understanding of the capabilities.I’m looking for guidance on the following:Which plugins are m...

itspezi1 by Tera Guru
  • 1248 Views
  • 4 replies
  • 1 helpfuls

Unexpected Redirection to Zoom Contact Center Login UI Page

We've noticed an issue where certain users are being redirected to the Zoom Contact Center login page ('Callbar' UI Page) instead of returning to the previous ServiceNow page when they hit the "Back" or "Submit" button. This behavior started occurrin...