Case Management
Discussion List
-
Business unit LOV are not populated in cases in helpdeskSummary: while creating case the business unit values are not populated in helpdesk ,how to solve the issue any solution Content (please ensure you mask any confidential… -
Send notification to Agent when employee attaches a file to an existing requestSummary: Send notification to Agent when employee attaches a file to an existing request Content (please ensure you mask any confidential information): I want to create … -
Calendar field is not allowing for Action Plan template creationSummary: I am trying to create an Action Plan which will be produced in a case. However I can not set the calendar field when I go into Setup and Maintenance > Service >…
-
How does Primary point of contact of a Service Request know that it is being converted into a CaseSummary: User raises a Service Request and Agent converts it to a Case. How do the User know about this? And how does the conversation happen between the Case Manager an…
-
Is there a way to create a Date field with a start and end date in Application Composer?Summary: Is there a way to create a Date field with a start and end date in Application Composer? Content (please ensure you mask any confidential information): I want t…
-
Case Management: Multiple cases open after adding an action or action planSummary: Multiple cases open after I add an action or action plan. The number of new cases that auto open depends on how many actions there are. Is this the expected beh…
-
Looking for a particular Help Desk Cloud Customer Connect event?The Help Desk team wants to thank all of you who attended our live events! If you have a topic that you'd like for us to consider for a future event, please let us know.… -
Visual Builder not allowing me to use Page DesignerSummary: Visual Builder not allowing me to use Page Designer Content (please ensure you mask any confidential information): I am in Visual Builder page designer trying t…
-
Hide/show fields condition not working on Case Management formSummary: Hide/show fields condition not working on Case Management form Content (please ensure you mask any confidential information): I am using the following the docum…
-
Case Management - Meeting Details in OTBI ReportHi We need to display the Meeting details captured in the Cases in Case Management Page. I didn't find any fields in OTBI CRM/Helpdesk Case Management Real Time Subject …
-
Case Type menu to produce a set of values using choice menuSummary: I want to create a choice list for the case type. I have been trying to do this in Visual Builder but with no success. For instance when a Case Type such as Dis…
-
Tasks in Case ManagementSummary: If I add an action plan, I'm expecting the Tasks type actions to show under the Tasks section in the Case Details page, however it's only showing Tasks that I'v…
-
Trigger Email notification when specific category is added in attachmentSummary: Hi, We have added attachment category "Notice of Action" under attachment. Our Use case is : when user add that type of category into the attachment under Case …
-
Unable to preview attached document in CaseHello All, When a case worker or case manager clicks on the preview for attached document in a case, the system opens a blank page. Expectation is for system to show the… -
Is it possible to search for a document within a case?Summary: Our client has a requirement where they would like to be able to search for a document within a case so that is easy to retrieve and provide if needed. Does thi… -
Action Plan Automation- HR Help Desk and Case ManagementSummary:H Hi Experts I am investigating how to carry out Action Plan Automation from within HR Help Desk and Case Management. For those who have implemented this area ca…
-
Unable to assign a case to someoneSummary: I'm unable to assign a case to a resource member. The error message just says " Please try again later and if the issue persists, contact your help desk." What …
-
Is it possible to only show email conversation in a subview or panel?Summary: Is it possible to only show email conversation in a subview or panel? Content (please ensure you mask any confidential information): On activities panel, we can…
-
Automatic assignment of service request for manual queue changesGood day, I have two queues that are being used for a specific service request category. For the first queue the case is assigned using service assignment rules to check…Stephan van der Walt 41 views 4 comments 0 points Most recent by Stephan van der Walt Fusion Service
-
How to convert a service request to a caseWe need to escalate a Service Request to a case. How do we do it through Helpdesk or Case Management?
-
NextGen: Need a sample groovy for When SR Created in HelpdeskSummary: Hello Experts, I need a sample Groovy script that triggers when a Service Request (SR) is created. I would like it to send an email as well as a notification in… -
How to set up Case types and Primary Households in Case management for HR Help Desk?Summary: How to set up Case types and Primary Households in case management for HR Help desk ? Content (please ensure you mask any confidential information): While editi…