Service Cart Form

CSM provides a read-only OOTB Service Cart form available in CSM Administrator. The Form is comprised of two main areas:

  1. Default Form: Displays important at-a-glance information (Service Order ID, Status bar, record ownership, etc.).
  2. Form Area: Displays the main Form details and Fields.

     

    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:

  • New: Customer has created and recorded the initial details of a Service Request(s) in the Portal.
  • Committed: Customer has submitted their Service Order in the Portal.
  • Pending: The Service Order is temporarily paused or on hold.
  • In Progress: A technician in the CSM Desktop Client is investigating/fulfilling the Service Order.
  • Complete: A technician has resolved and closed the Service Order.
  • Canceled: The Customer who created and recorded the initial details of the Service Order has canceled the order in the Service Cart before submitting it.
  • Abandoned: The Customer who created and recorded the initial details of the Service Order has abandoned their order in the Service Cart without canceling or submitting it.
 
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.