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.
|Service Order||Record type and unique record identifier (ID).||CSM automatically assigns the ID when the Service Cart is created.|
|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.|