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Licensing clarification – CSM Case extension

Hello,I hope you are doing well.We are currently reviewing a design decision in our Customer Service Management (CSM) implementation and would like to confirm the licensing implications to ensure compliance and proper documentation.Licensing contextO...

Configuring Repeater Tabs in UI Builder

Workspaces are now the preferred interface for agents working on resolving the issues. Thanks to their multi-tab and compact layout, they offer an intuitive, seamless experience with all the related actions within reach without switching contexts. Th...

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TajuddinM by Tera Contributor
  • 592 Views
  • 1 replies
  • 3 helpfuls

Resolved! Please help me, how can I edit the sidebar in workspace?

Dear Experts,I am new to Servicenow and English. Sorry for my poor English.How do I edit the sidebar in the red frame area?Specifically, I want to add Create Consumer (Verify Consumer) to the sidebar.Thank you, brothers.Yoshi

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k-yoshitomi by Tera Contributor
  • 1944 Views
  • 4 replies
  • 3 helpfuls

Contract versioning and document

Hi all, 1) It is possible to manage the versioning of the contract documents leveraging OOB functionalities? If not, how it could be done with the minimum customization? 2) Out-of-the-box CSM only manages contract record or it is also possible to cre...

Resolved! How to Add a Playbook Tab to Case Records in CSM Workspace

Step 1: Integrate Playbook with CSM WorkspaceTo display a Playbook in CSM Workspace, you must configure it as a Related Item or Contextual Side Panel.Configure the Playbook as a Related ItemNavigate to:All → Workspace Experience → Actions & Component...

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HasanRaja by Tera Expert
  • 4806 Views
  • 6 replies
  • 5 helpfuls

Actions and Events Missing in CSM Lab 5.3.1 – Case Types

Hi everyone,I’m currently working on CSM Lab Module 5.3.1 – Case Types and I’ve run into an issue in my training instance.The lab directs me to navigate to:All > Now Experience Framework > Actions and Events > Action Bar Declarative ActionsHowever, w...

AkintundeS by Tera Contributor
  • 539 Views
  • 3 replies
  • 0 helpfuls

Unable to log into personal development instance

I am unable to log into my PDI. last time i set up 2 factor authentication using the google authenticator app. but its not getting any OTP while i tried to log in today.There was another way to verify through email as well but even on my mail i did n...

RohitSinghD by Tera Contributor
  • 746 Views
  • 3 replies
  • 0 helpfuls

Adding dropdowns to currency field type along with other

Currency field type is showing the currency dropdowns which are active true on fx_currency table.My requirement is to add new currency dropdowns(which are active false on currency table), Also needs to add other as an option in the currency dropdown ...

Drushika by Tera Contributor
  • 508 Views
  • 2 replies
  • 0 helpfuls

Can't see the users when check in walkup portal

When doing walkup check in from walkup portal. The list seems there but when I search for users its showing there are no users even though they are present in user table.Not sure why this is happening. Can anyone help me with this!!!The name appears ...

Resolved! OOB Restricting Playbook re-triggering on open cases

Hi Team, I am currently using the "Once / Only if not currently running" run type for our Playbooks. However, I’ve noticed that if an existing Playbook is marked as Complete or Skipped while the Case remains open, subsequent updates to the Case trigg...

AkkiYen by Tera Expert
  • 277 Views
  • 5 replies
  • 0 helpfuls