Service Cart Form
CSM provides a read-only OOTB Service Cart form available in CSM Administrator. The Form is comprised of two main areas:
- Default Form: Displays important at-a-glance information (Service Order ID, Status bar, record ownership, etc.).
- Form Area: Displays the main Form details and Fields.
Note: The Service Cart form is separate from the Service Request forms available in the CSM Desktop Client and the Portal. For more information, refer to the Incident documentation.
Table: Service Cart Form Fields
Field | Description | Comments |
---|---|---|
Default Form | ||
Service Order | Record type and unique record identifier (ID). | CSM automatically assigns the ID when the Service Cart is created. |
Status |
Statuses include:
|
|
Requester | Name, avatar, e-mail address, and phone number associated with the requester (i.e., the Portal Customer who submitted the Service Order). | |
Form Area - Details | ||
Created On | Date on which the Service Order was created. | The date is generated using the ServiceCart.CreatedDateTime Text Expression. |
Estimated Cost | Estimated Cost of the Service Order. | The estimated cost is calculated using the Estimated Total Cost Text Expression. |
Items | Total number of Service Requests in the Service Order | The number of items is calculated using the numeric Count Items Expression. |
% Complete | Percentage of the Service Order that is currently complete. | The percentage is calculated using the Percentage Complete Text Expression. |
Items Pending | Items in the Service Order with a status of Pending. | The number of items with a Pending status is calculated using a numerical Count Items Pending Expression. |
In Progress | Items in the Service Order with a status of In Progress. | The number of items with an In Progress status is calculated using a numerical Count Items In Progress Expression. |
Complete | Items in the Service Order with a status of | The number of items with a Complete status is calculated using a numerical Count Items Complete Expression. |
Canceled | Items in the Service Order with a status of | The number of items with a Canceled status is calculated using a numerical Count Items Canceled Expression. |