I want to install CSM with PDI

bonsai
Mega Sage

I decided to test the functionality of CSM using PDI.

I thought about installing a plugin, but I couldn't decide which one was needed for case management from the large number of plugins displayed...

I remember that there used to be something like a CSM set. .

 

 

csm_plguin.png

 

I would like to set an expiration date after filing a case and send a notification before the deadline.

Can this be implemented in OOTB?

2 ACCEPTED SOLUTIONS

Community Alums
Not applicable

Hi @bonsai ,

Just install : Customer Service plugin (com.sn_customerservice) Plugin.

Procedure

  1. Navigate to All > System Applications > All Available Applications > All.
  2. Find the plugin using the filter criteria and search bar.

    You can search for the plugin by its name or ID. If you cannot find a plugin, you might have to request it from ServiceNow personnel.

  3. Select Install, and then in the Activate Plugin dialog box, select Activate.
    Note: When domain separation and delegated admin are enabled in an instance, the administrative user must be in the global domain. Otherwise, the following error appears: Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>.

What to do next

You can activate several related plugins after activating the Customer Service Management plugin (com.sn_customerservice). For details, see Additional plugins for Customer Service Management.

View solution in original post

Anurag Tripathi
Mega Patron
Mega Patron

Hi,

This is the main CSM Plugin

Customer Service plugin (com.sn_customerservice)

 

It will have certain dependent plugins it will install if not already installed on your system -> Listed here Activate Customer Service Management (servicenow.com)

-Anurag

View solution in original post

3 REPLIES 3

Community Alums
Not applicable

Hi @bonsai ,

Just install : Customer Service plugin (com.sn_customerservice) Plugin.

Procedure

  1. Navigate to All > System Applications > All Available Applications > All.
  2. Find the plugin using the filter criteria and search bar.

    You can search for the plugin by its name or ID. If you cannot find a plugin, you might have to request it from ServiceNow personnel.

  3. Select Install, and then in the Activate Plugin dialog box, select Activate.
    Note: When domain separation and delegated admin are enabled in an instance, the administrative user must be in the global domain. Otherwise, the following error appears: Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>.

What to do next

You can activate several related plugins after activating the Customer Service Management plugin (com.sn_customerservice). For details, see Additional plugins for Customer Service Management.

Community Alums
Not applicable

Hi @bonsai ,

 

Anurag Tripathi
Mega Patron
Mega Patron

Hi,

This is the main CSM Plugin

Customer Service plugin (com.sn_customerservice)

 

It will have certain dependent plugins it will install if not already installed on your system -> Listed here Activate Customer Service Management (servicenow.com)

-Anurag