By creating a unified profile, you can integrate both internal and external personas or consumers in your organization. A user who has a unified profile has synchronized user's login interactions across the Customer Service Management (CSM) application.
The next step in designing an application is to build logic. Logic includes form logic (what people can and cannot see/use on a form) and business logic (rules that govern what happens to data when it is entered).
Several types of components are installed with Visual Task Boards.Tables are added to your instance when you activate Visual Task Boards.Properties are added to your instance when you activate Visual Task Boards.Script includes are added to your instance when you activate…
Break down a project task by creating child CWM tasks or stories under it on a Board. New child items are automatically linked to the parent project task and to its project.
The ProactiveTriggerAPI enables you to create server-side triggers that send context-specific messages to a specified user.Creates a server-side Proactive Triggers event.Executes the specified Proactive Triggers API request.Sets the trigger record on which to apply the…
Advanced product filtering dynamically controls which products appear in the quote catalog based on admin-defined business rules and transaction context in CPQ.
Vulnerability calculators automate the calculation of initial values for the fields on container vulnerable items. The condition for each calculator is evaluated in order, and the first matching calculator is used.
An engagement risk-scoring rule specifies component criteria that determine which engagements are selected for assessment. For example, a rule could enable assessments for engagements that involve more than $40,000 annual business.
State flows control the sequence in which work orders and work order tasks transition from one state to another. You can customize state flows to control the sequence in which records transition between states in Service Management applications.
Run diagnostic scans to identify and fix errors in the configuration and other common settings for Strategic Planning before your planning managers prioritize and roadmap work for their portfolio plans.
Using an agent or building an integration?
The same documentation is available through the public REST API.
GET /api/docs/search?q=GlideRecord&limit=20
GET /api/docs/document?path=…
GET /api/docs/:id?revision=…
Search returns document paths, IDs, snippets, and an index revision. Read by path for a stable reference; numeric IDs should be used with the returned revision. Document bodies are Markdown.