csm portal

ShreeShivaD
Tera Contributor

In CSM Portal, contacts can see the Product field (record producer)while creating a case, but no product values are displayed in the dropdown. I have verified there are no variable restrictions, table access is correct, and the contact has the required role and allow-access entry. What other configurations or data relationships could prevent products from appearing for contacts?

5 REPLIES 5

Dr Atul G- LNG
Tera Patron

Is the same contact able to see the product data from the native view form?

 Check via impersonate

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Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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ShreeShivaD
Tera Contributor

no ,they have only -customerservice.customer ,customerservice_admin,customerservice.register role.

Hi @ShreeShivaD 

 

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

https://www.servicenow.com/docs/r/washingtondc/customer-service-management/view-product-info-csp.htm...

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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ShreeShivaD
Tera Contributor

I checked based on the doc you provided  also added the roles

but its not working still.