Case Management
Discussion List
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SmartActions as actions types aren't working as expectedSummary: In 25A there was a fab new feature allowing us to configure Action types as SmartActions, this made the action plans really powerful when a task was to add a do… -
Issue using SmartText in Description field in Case ManagementSummary: We've created SmartTexts to be used in Case Management in the Description field, it works fine in the Create Case Layout but not in the Edit Case Layout. The Sm…
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Case Management section counters are not working for all casesSummary: I have some cases that include conversations and Team Members and contacts but the counter isn't updated to show the number of items in the section, this isn't …
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Increase character limit size in Case Management description fieldSummary: Is there anyway we can increase the character size limit for the Description field in Case Management? Currently the custom field only increases to 1500 charact…
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Auto-Associating New Line Managers to Existing Cases in Case ManagementSummary: We have a requirement in Case Management where Line Managers are assigned to cases as Case Workers and are responsible for completing specific tasks until the c… -
Hyperlink on Editable Account Field in Service Request (SR) Details TabHi , we have a requirement to provide hyperlink on an editable field in details tab.... Example... in Service Request Details tab where Account Name is editable, to have…
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Drag and Drop attachment isn't working in Help Desk or Case ManagementSummary: We are getting an error when we use the Drag and Drop attachment functionality in HR Help Desk and Case Management, this seems to be only happening since 25D we…
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Unable to remove the 'Update Notes' feature from Action Plan ActionSummary: I am configuring Redwood Case Management system alongside Hr Help Desk. I have set up some Action Plan templates using the Compose notes Smart Action type and t…
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25A Employees Creating CasesSummary: Is there a role required for employees to create cases? Our users will have the Next Gen Help Desk User role and employee roles. Will they be able to create cas…
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Data conversion from Peoplesoft to Oracle - Grievances & Disciplinary Actions in Helpdesk moduleSummary: Can we convert historic data from peoplesoft application to Oracle cloud of Grievances & Disciplinary Actions in Helpdesk module?
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Differences between Add Employee Contact, Add Contact and Add Team Member?Summary: I'm wondering what the differences are within the action bar in Case Management for the items below. My comments are also listed. Add Employee This LOV shows mu…
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Case Management Alerts- Alert to the Line ManagerSummary: We have a requirement to trigger an alert when a Line Manager is added as a Team Member on a case that belongs to their direct report. Essentially, as soon as t…
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Understanding communication on Helpdesk messageHi Team, I would like to understand the message concept. We do not have inbound email configuration. Employee has to enter the helpdesk tool and update the content. Howe…
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Is it expected behaviour that only images are viewed using the preview feature in HR HelpDesk?Summary: When we add documents to an SR or Case only images are viewable when we click on the Preview action (JPeg, .Png etc) but Word, PDFs or Excel docs must be downlo…
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category field not visible when creating a new caseSummary: Category field not visible when creating a new case however the field is visible when going into an existing case details. Content (please ensure you mask any c…
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How does a case manager recieve bell and email notofication when a email message is responded?Summary: We are trying to set up notifications to the assigned Case Manager when a case conversation is responded via E-mail, but no notification is getting triggered as… -
Date mismatch between ‘Filter Message’ and ‘Custom Internal Note’ in Service RequestHi, Date Show different in 'Filter Message' and Custom internal Note Section in Service Request. Javascript Action chain code for 'Custom Internal Note'. define([ 'vb/ac…
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On clicking on any case as a case worker, we are getting 'Couldn't load data' Status 404 ErrorSummary: On clicking on any case as a case worker, we are getting 'Couldn't load data' Status 404 Error. Content (please ensure you mask any confidential information): V…
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Unable to reply to the email received through creating the conversation in Case.Summary: In Case Management i am creating a conversation and sending an email to my self but when i am replying to that email from the outlook it is not getting added in… -
Fetch Regional Preferences via REST API in Redwood SRHi, How to fetch General Preferences: Regional using the REST API in Redwood Service Request? Thanks, Babasaheb Pandhare
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Case Management Data Import error:Could not enrich party by alternative key(s): Retrieved Id is nullSummary: As per business requirement trying to import case management data through Import Management. During data validation receiving error: ERROR: Could not enrich par…