Product documentation Docs
    • English
    • Deutsch
    • 日本語
    • 한국어
    • Français
  • More Sites
    • Now Community
    • Developer Site
    • Knowledge Base
    • Product Information
    • ServiceNow.com
    • Training
    • Customer Success Center
    • ServiceNow Support Videos
  • Log in

Product documentation

  • Home
How search works:
  • Punctuation and capital letters are ignored
  • Special characters like underscores (_) are removed
  • Known synonyms are applied
  • The most relevant topics (based on weighting and matching to search terms) are listed first in search results
Topics are ranked in search results by how closely they match your search terms
  • A match on the entire phrase you typed
  • A match on part of the phrase you typed
  • A match on ALL of the terms in the phrase you typed
  • A match on ANY of the terms in the phrase you typed

Note: Matches in titles are always highly ranked.

  • Release version
    Table of Contents
    • Customer Service Management
Table of Contents
Choose your release version
    Home Madrid Customer Service Management Customer Service Management Customer Service Management Integration with other applications Customer Service integration with Service Management CSM integration with Incident Management

    CSM integration with Incident Management

    • Save as PDF Selected topic Topic & subtopics All topics in contents
    • Unsubscribe Log in to subscribe to topics and get notified when content changes.
    • Share this page

    CSM integration with Incident Management

    Integration with the Incident Management application enables customer service agents to create incident records from cases or associate existing incident records to cases.

    Integration with Incident Management requires the Customer Service with Service Management plugin (com.sn_cs_sm). With this plugin and with the assignment of the itil role, customer service agents can:
    • Create an incident from a case.
    • Associate an existing open incident to a case.
    • Remove an associated incident from a case.
    • View the following in the case work notes:
      • Incident state changes.
      • Additional comments added to the incident record.
    Note: A case can be associated with one incident. If a case is already associated with an incident, the Create Incident option does not appear on the Additional Actions menu.

    How it works

    An agent can create an incident from a case by selecting the Create Incident option from the Additional Actions menu. When the incident is created:
    • The incident state is New.
    • The incident is associated with the case and the incident number is added to the Incident field.
    • A work note for the incident association with the case is added to the Work notes field.
    • The domain of the incident is mapped to the domain of the case.
    • The following information is copied from the case to the incident record.
      Case fields Incident fields
      Short description Short description
      Default impact Impact
      Urgency Urgency
      Contact Caller
      Configuration item (if available) Configuration item
      Note: The agent can manually change the incident impact and urgency to different values on the incident record as needed.
    • If the case has an associated Problem, Change Request, or Caused by Change record, this information is also copied to the incident record.
    Work notes are synchronized from the incident to the case when:
    • The incident state changes. If the incident state changes to On Hold, the hold reason is copied to the case work notes.
    • The incident is resolved or closed. The incident resolution notes and resolution code are copied to the case work notes.
    • Additional comments are added to the incident.

    When an incident is created or an existing incident is associated with a case, notification from the incident is suppressed if the caller is an external user (contact or consumer).

    Extension points

    Customers can create the logic for mapping the Incident field through extension points (API: sn_cs_sm.CSMIncidentIntegrations).

    Related topics
    • Using extension points to extend application functionality
    • Using scripted extension points in server-side scripts
    • Using UI extension points in server-side UI macros
    • Using client extension points in client-side UI scripting

    Tags:

    Feedback
    On this page

    Previous topic

    Next topic

    • Contact Us
    • Careers
    • Terms of Use
    • Privacy Statement
    • Sitemap
    • © ServiceNow. All rights reserved.

    Release version
    Choose your release version

      CSM integration with Incident Management

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      CSM integration with Incident Management

      Integration with the Incident Management application enables customer service agents to create incident records from cases or associate existing incident records to cases.

      Integration with Incident Management requires the Customer Service with Service Management plugin (com.sn_cs_sm). With this plugin and with the assignment of the itil role, customer service agents can:
      • Create an incident from a case.
      • Associate an existing open incident to a case.
      • Remove an associated incident from a case.
      • View the following in the case work notes:
        • Incident state changes.
        • Additional comments added to the incident record.
      Note: A case can be associated with one incident. If a case is already associated with an incident, the Create Incident option does not appear on the Additional Actions menu.

      How it works

      An agent can create an incident from a case by selecting the Create Incident option from the Additional Actions menu. When the incident is created:
      • The incident state is New.
      • The incident is associated with the case and the incident number is added to the Incident field.
      • A work note for the incident association with the case is added to the Work notes field.
      • The domain of the incident is mapped to the domain of the case.
      • The following information is copied from the case to the incident record.
        Case fields Incident fields
        Short description Short description
        Default impact Impact
        Urgency Urgency
        Contact Caller
        Configuration item (if available) Configuration item
        Note: The agent can manually change the incident impact and urgency to different values on the incident record as needed.
      • If the case has an associated Problem, Change Request, or Caused by Change record, this information is also copied to the incident record.
      Work notes are synchronized from the incident to the case when:
      • The incident state changes. If the incident state changes to On Hold, the hold reason is copied to the case work notes.
      • The incident is resolved or closed. The incident resolution notes and resolution code are copied to the case work notes.
      • Additional comments are added to the incident.

      When an incident is created or an existing incident is associated with a case, notification from the incident is suppressed if the caller is an external user (contact or consumer).

      Extension points

      Customers can create the logic for mapping the Incident field through extension points (API: sn_cs_sm.CSMIncidentIntegrations).

      Related topics
      • Using extension points to extend application functionality
      • Using scripted extension points in server-side scripts
      • Using UI extension points in server-side UI macros
      • Using client extension points in client-side UI scripting

      Tags:

      Feedback

          Share this page

          Got it! Feel free to add a comment
          To share your product suggestions, visit the Idea Portal.
          Please let us know how to improve this content

          Check any that apply

          To share your product suggestions, visit the Idea Portal.
          Confirm

          We were unable to find "Coaching" in Jakarta. Would you like to search instead?

          No Yes
          • Contact Us
          • Careers
          • Terms of Use
          • Privacy Statement
          • Sitemap
          • © ServiceNow. All rights reserved.

          Subscribe Subscribed Unsubscribe Last updated: Tags: January February March April May June July August September October November December No Results Found Versions Search preferences successfully updated My release version successfully updated My release version successfully deleted An error has occurred. Please try again later. You have been unsubscribed from all topics. You are now subscribed to and will receive notifications if any changes are made to this page. You have been unsubscribed from this content Thank you for your feedback. Form temporarily unavailable. Please try again or contact  docfeedback@servicenow.com  to submit your comments. The topic you requested does not exist in the release. You were redirected to a related topic instead. The available release versions for this topic are listed There is no specific version for this documentation. Explore products Click to go to the page. Release notes and upgrades Click to open the dropdown menu. Delete Remove No selected version Reset This field is required You are already subscribed to this topic Attach screenshot The file you uploaded exceeds the allowed file size of 20MB. Please try again with a smaller file. Please complete the reCAPTCHA step to attach a screenshot
          Log in to personalize your search results and subscribe to topics
          No, thanks Login