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Forum Posts

ATF to add records using related list add button

Hi Community, I have a record producer for retail case. That record user is getting submitted using ATF. On that record which I have submitted, I have create problem ui action. It’s creating a record after clicking on it using ATF. Now under that pro...

Making attachments mandatory for subcategories

Hello,I have a requirement to make attachments mandatory in the CSM workspace when specific Sub-Category is selected.I have tried UI policies and Business rules but it is not working.Can someone suggest me how to implement this?

gourabhishe by Tera Contributor
  • 1659 Views
  • 7 replies
  • 0 helpfuls

Exporting Custom Configuration

I have a custom helpdesk case table in our instance that extends the OOTB case table (sn_customerservice_case). I have a need to export the relevant configuration files (Column's BR, Choice values, Scripts, Form Design, UI Policy etc) associated with...

chkkishore by Tera Contributor
  • 504 Views
  • 2 replies
  • 2 helpfuls

Resolved! Notification in CSM portal

Hey community, I am troubleshooting an issue in CSM portal. The 'Notification' button in the header isn't available for most of the external users - users who are stored in 'customer_contact' table.Interestingly, we have a 'test user' who is able to ...

AwanishK_0-1788292892768.png AwanishK_1-1788293193617.png AwanishK_2-1788293393480.png
AwanishK by Tera Expert
  • 588 Views
  • 1 replies
  • 0 helpfuls

Form visibility

whenever the provider has submitted the form for this q1, if he is coming back an looking at the form in q2, he should have enough details to view what is being answered in the previous quarter.

BadhrinathS by Kilo Contributor
  • 346 Views
  • 1 replies
  • 0 helpfuls

Automatic Qualification of work orders

Hi,I have disabled - Qualification is required for new requests.As per servicenow document(please refer below link), it says if above is disabled than work orders automatically be qualified and moved directly to the next state that is configured for ...

University CSM Design: Students vs Staff Personas

We are designing a ServiceNow architecture for a university environment with two main personas:StudentsStaff membersThe current requirement is:Students will use a Business / CSM portal.Staff members will use Employee Center.Both students and staff sh...

Avi Daniely by Tera Contributor
  • 956 Views
  • 2 replies
  • 2 helpfuls