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Best practice for Business Portal password reset

Hi Community,We are using the ServiceNow Business Portal (CSM) for external customers and have a question about the recommended password-reset process.Current configuration:Password Reset Process: Default Self ServiceCredential Store: Local ServiceNo...

sn-ushi by • Tera Contributor
  • 567 Views
  • 3 replies
  • 0 helpfuls

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
  • 10920 Views
  • 7 replies
  • 10 helpfuls

Looking for Best Approach to Enable Customer Portal in ServiceNow

Hi Community,I’ve been working on setting up an end-to-end customer flow in ServiceNow. So far, I have completed:Raise a Lead – Captured customer interest (via CRM integration).Generate a Quote – Integrated with external quoting tools.Complete an Ord...

RohitPapann by • Tera Contributor
  • 1713 Views
  • 4 replies
  • 2 helpfuls

CSM Domain Separation: Case Domain Assignmen

Hello ServiceNow Community,We are working with ServiceNow Customer Service Management (CSM) in a domain-separated environment and need guidance on automatically assigning Cases to the appropriate domain.EnvironmentFor illustration, assume the followi...

EnriqueC by • Tera Contributor
  • 1072 Views
  • 3 replies
  • 0 helpfuls

Subtype Filtering Not Working for Case Types

Hi Team,I'm implementing Case Type selection in CSM Workspace. When users click the "+" (New Case) icon, they are prompted to select a Category and Subtype.As per the documentation, selecting a Category should filter the Case Types, and selecting a S...

SivaCharanP by • Tera Contributor
  • 507 Views
  • 2 replies
  • 0 helpfuls

Description field in CSM Case?

In a greenfield out-of-the-box ServiceNow CSM implementation there is no Description field, only a Short Description field, on the CSM Case form. Is this intentional, and would it be considered best practice to add the Description field or not? Of co...

Lars Bolk by • Tera Contributor
  • 682 Views
  • 3 replies
  • 2 helpfuls

disable tagging people in the additional comments of the case

Hi everyone,I am looking for a way to disable tagging people in the additional comments of the case.With Australia version, Agents can tag anyone in the comments and worknotes section of the case.tagging in the worknotes is acceptable as they are int...

SNUser199 by • Tera Contributor
  • 823 Views
  • 1 replies
  • 0 helpfuls

Issue(random) while attaching published articles to a case

 Hi Community Members, I have recently observed an issue in our ServiceNow Production instance where certain knowledge articles do not consistently appear in search results.The issue occurs in the following scenarios:Knowledge Homepage: When searchin...

Resolved! How to create a case in CSM/FSM configurable workspace

I have been trying to find a way to create a case by using the '+' instead of interactions. I couldn't find anything to make changes to the properties such that I can have an additional option to create a case along with the interaction. I'm referrin...

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Case Quality Assurance (QA) reviews automation/tools

Good day all.  My teams are working on researching ways to automate and/or streamline case reviews for Quality Assurance to ensure that agents are routing cases properly and getting the end users their answers kindly, correctly, and quickly. Ideally ...

colewoods by • Tera Contributor
  • 2267 Views
  • 1 replies
  • 1 helpfuls