Case Management
Discussion List
-
How to add 'Create Case' as a Quick ActionSteps: Create Sandbox Add & Navigate to Structure Click on Service -> Quick Actions -> Expand Service Center Quick Links Click on Create Enter Quick Action Details Optio… -
How to add Custom fields in Task Edit page within Case Management?We have defined few Action plan action like Investigation Meeting Scheduled. Now when the agent is updating this action we want to capture the actual date of Investigati… -
Strange issue with ISR and Cases with VBS/RedwoodWe are trying to explore functionality to implement Internal Service Requests and Cases. We are trying to use the Category (for ISR) and Case Type (for Cases) to hide fi… -
I want to change/update custom fields based on the changes made to another custom fieldSummary: I want to change./update custom fields based on the changes made to another custom field Content (please ensure you mask any confidential information): I want t… -
Help Desk Request formSummary: Good day all! Within the HR Help Desk request form it is displaying the category field but the options are not listed. When i select the drop down icon it appea…
-
Case Worker cannot edit caseSummary: Case workes are unable to edit cases all of a sudden. I checked all the permissions and privileges and they have the correct rights. I have a list of case worke…
-
Custom Fields on Create Case page to have List of Values rather than free textSummary: We are having custom fields for Create Case page, but all of them are text fields. We want to have some of the fields to have a list of values that the user can…
-
Custom Access Group Rule Not WorkingSummary: We've created custom access groups for Case Workers and Case Managers. Case Workers should have access to the cases where they are a member of the team. We are …
-
Filter out list of values for manager titleSummary: I have created a custom field called Line Manager in case management. I want to configure the list of values so that only employees with the manager title are l…
-
Unable to see custom field filters in Redwood Case management and HR Help desk list viewSummary: I have created custom fields in application composer but they are not pushing through to the Redwood HR Help Desk and Case Management filters on the list page A…
-
Maximum Attachment file sizeSummary: Maximum Attachment file size Content (please ensure you mask any confidential information): I am working with a client and want know what the maximum file size …
-
HR Help Desk and Case Management attachment filesSummary: For HR Help Desk and Case Management where are the attachments/files stored that are uploaded? Is there a guide on how these files can be accessed later on if s…
-
Tracking Completion Dates for Action Plan Tasks in Redwood UISummary: Hello Experts, We are currently implementing the HR Help Desk using Redwood UI and leveraging Action Plans for Case Management. As part of this, we would like t…
-
Are redwood pages available for Action Plans in Case Management?Summary: A few help desk pages are not in the redwood UI. Has anyone seen action plans or queues move to redwood? Content (please ensure you mask any confidential inform…
-
Can employees submit cases?Summary: 25A release notes indicate employees can create their own cases and nothing is required to enable this feature. Is anyone seeing where employees can submit case…
-
Is there a search somewhere in Fusion where i can check all activity pertaining to an individual.Summary: Is there a search somewhere in Fusion that’s possible where you can check any correspondence or like a list of activity about an individual (so for example, any…
-
Escalate to Case smart action getting stuck on pageSummary: When I use the Escalate to Case smart action I am able to see the case successfully but it keeps getting stuck on this page. I always have to completely close a…
-
Customise fields on Case ManagementSummary: Customise fields on Case Management so field Department field loads the correct source of information Content (please ensure you mask any confidential informati…
-
Create Case error occurring on submissionSummary: Create Case error occurring on submission Content (please ensure you mask any confidential information): I am trying to create a case but when I select submit I…
-
How to enable Print functionality in Case ManagementSummary: How to enable print functionality in Help Desk request and Case management cases. Printing should have all the data, history of the HR requests and Case. Conten…Chandra Shekhar Narayan 11 views 1 comment 0 points Most recent by Lisa Wilkes-Support-Oracle Help Desk
-
Implement Case Management Without HR Help DeskSummary: Customer only wants to track grievances. Is there a way to opt-out of Help Desk and just use Case Management? Would case workers need to be help desk agents any…