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Forum Posts

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
  • 663 Views
  • 6 replies
  • 0 helpfuls

CPQ Configurator Opens Blank Screen in Workspace

Hi Everyone,I’m facing an issue with the CPQ Configurator in Workspace on my Personal Developer Instance (PDI).Issue DescriptionWhen I open a Quote in Workspace and click on the Customize (Configurator) icon for a line item, the configurator opens bu...

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notification show inside bell icon in header

want to show notification in csm workspace but that notification want to show like title with button and when click on button need to redirect in different page but that notification come inside the bell icon notification

singhsudhir by Kilo Contributor
  • 254 Views
  • 1 replies
  • 0 helpfuls

Create a Case for Custom Case Type from Request

In this article, I will guide you through the process of creating a case for a custom case type. When a request is raised, follow the steps below to generate a case from it:Step 1: Extend the Script Include RequestManagementIntegrationConstants with ...

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Example CSM Portals

Hi all,I’m currently designing a CSM portal for our Managed Service clients and would be really interested to see any innovative approaches others have taken. Our primary use case is enabling clients to:• Raise enhancement requests directly into our ...

Frankee by Tera Contributor
  • 333 Views
  • 2 replies
  • 0 helpfuls

Resolved! Consumer vs Consumer User - Avoiding Registration

As the title says: I'm trying to figure out how to circumvent Consumers needing to 'register' for the CSM portal. By what I've read, the difference between the Consumers and Consumer Users is primarily 'registered' or 'not'. I'm attempting to avoid r...

Chris Roser by Giga Contributor
  • 6466 Views
  • 5 replies
  • 14 helpfuls