Document Template Table field

Just installed Document Templates to instance, upon creating a new PDF template record as sample for testing, there's no value inside "Table" field. Only "--None--." How to add necessary tables here? Just wanted to test

cancel a project from project workspace

I had a requirement to allow certain members to cancel the project. A popup should appear before cancelling. When confirmed project should get cancelled. i implemented using ui action and script include. Now i have to implement same on project worksp...

How to hide New button on a related list in custom worskpace

Need to create inline buttons in a row in CSM/FSM workspace list

Hi All,   I would like to create 2 action on each row in in workspace list view as shown in the screenshot added. can someone please suggest the steps to implement?    

Enforce email format/template for manually created emails

When sending an email from the SOW using this tool we need to enforce specific formatting to make sure we have consistent branding (border color, specific links to the portal at the bottom, etc.):we would like to use   

Workspace Issue: Incident Tab Closes Without Mandatory Save Prompt

Hello Community experts,We are facing an issue reported by a customer regarding the behavior of the "Create Incident" UI action within an Interaction record in Workspace.When an agent uses this action, it opens the Incident record in a new tab. Howev...

Live Chat - Remove Policy articles from the KB search within the chat

Live Chat - Remove Policy articles from the KB search within the chat Policy articles should not be searchable within the Live Chat  /search-KB quick action or anywhere within SOW or AW.Articles that are INCLUDED for the /search-kb action: kb_knowled...

Hyperlink text colour is wrong in workspace lists

The instance was recently updated to the Zurich release,  and after the update we noticed that the hyperlink text colour for reference fields was different ONLY in workspace lists. It turned out gray instead of the usual light blue - when you hover o...

Default Dashboard in Service Operations Workspace

Hello community!Our Service Desk Manager built himself a custom dashboard in Service Operations Workspace (SOW) and would love to land on it by default when clicking the "Dashboard" button in the left ribbon. Right now, every time he logs back in and...

Knowledge article link shows up after the article is retired

Hi Community,    We've facing an issue where retired articles are still accessible to users if they've previously bookmarked or saved the article link. Could we address this so that once an article is retired, any saved or bookmarked links are also d...

Issue with Blank Summary in Service Operations Workspace After Zurich Upgrade

I'm facing an issue where the Summary section in the Service Operations Workspace (SOW) Incident view is showing up blank after filling the required fields under "SOW-Incident-Overview" view.  

Service Operations Workspace default list selection

Hello, On Service Operations Workspace, when the workspace loads there are 2 tabs under the main List tab. These 2 sub tabs are Lists and My Lists. For some users Lists opens as default tab and for others My Lists opens as default tab I would like to...

Need help to enable automatic ticket refreshing within the Service Operations Workspace

Hi Community! Is there a method to enable automatic ticket refreshing within the Service Operations Workspace while actively on the page? Thanks