Case Management
Discussion List
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How to change case status when a user responds?I have a requirement to update the case status when the user responds back to the email conversations. This will help the case manager to understand that the user has re… -
Ability to track cases via accused, not complainantSummary: As of now, an employee can submit a case, but there is no delivered field to capture the name of the person they are accusing, (for example, in a case of harass…Sheetal Ravindra Shedbalkar 12 views 4 comments 0 points Most recent by Sheetal Ravindra Shedbalkar Help Desk -
how to extract all queue members to send notification in oracle case management?Summary: how to extract all queue members to send notification in oracle case management? Content (please ensure you mask any confidential information): I need to trigge…
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Unable to add button bars for Case Management in the Cases Details page.In Case Management details page oracle has delivered some button bars - "Assign to me" , "Create Appointment" , "Compose Notes" . But i am not able to find the configura… -
Case Management - Add Custom field in Case Page Redwood (Create Case)Summary: Hi All, we have a requirement to create a custom field for specific Case type in Case management. We are following the document "How do I add a custom field cre… -
Action start date populated incorrectlySummary: We have created action plan templates with actions associated to them we require the start date to be mapped to a custom field however when we add the action pl…
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Action plan due dates are incorrectSummary: Our action plan due dates are defaulting to today. When we move to the next action, instead of 7 days out it is showing as due today. Can anyone advise? Content…
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HR Help Desk standalone without HCM CoreSummary: Has anyone implemented standalone HR Help Desk and case management without implementing HCM Core? HCM master will be another non Oracle application with HR Help…
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Table name to fetch the Case Relationship detailsSummary: Hi Team, Could anyone please share the table name which stores the Case relationship details? Content (please ensure you mask any confidential information): Ple…
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Action plan name in Help Desk-HR Service Request Action Plan Actions Real timeSummary: Hi Team, While creating an OTBI report using the subject area "Help Desk - HR Service Request Action Plan Actions Real Time", we are able to see the Action Plan…
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Configure Status to show limited list of values depending on Case Type selectedSummary: Is there a way to limit the list of values in the Status field depending on the Case Type selected? For Instance in Case Management, if the Case Type selected i…
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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…
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Adding agents in Resource directory with two active assignments and different business unitsSummary: Hi Team, There is a requirement where an employee is tagged to two assignments, each associated with different Business Units—one under “XYZ” BU and the other u…
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Case Number generation behaviorHi, We have observed unexpected behavior in the automatic generation of case numbers. Initially, when cases were created, the numbering sequence started as expected (1 t…
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Change the name formatSummary: Is there an option to change the name format across HRHD and Case Management to return preferred name and surname. Currently is is displaying first name, middle… -
Can an SR be routed based on Affected Partys attributes Ex.Affected party's Legal Entity or LocationSummary: Hi All, We have a unique requirement where an SR should be routed based on the person selected from Affected Party field using the Affected Party’s attributes l…
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Case Management - New Action Plan template not visible in CasesHi All, We are implementing Case management for our client and referring to Opt Out of Case Management implementation guide. We have created some actions and actions pla…
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Adding more columns in Helpdesk Request UISummary: I’ve noticed that as I add more columns in Helpdesk Requests, the existing ones (fields) just keep shrinking instead of giving me the option to scroll left or r…
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privilege Rest APi crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messagesSummary: What is the privilege names that we would need to give to user who is setting up the Rest API to update Help Desk using /crmRestApi/resources/11.13.18.05/hrHelp…
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Is there a way to export all case details including notes?Working to implement Help Desk with Case Management for a client and we have a requirement to export case details including the notes? This would be needed in a scenario…
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Action Descriptions not working within Action PlanSummary: Within Case Management, We have created an Action plan with several Actions that each have a description. Within the Action Plan, the action descriptions are no…
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Not able to See the Customer ACCOUNT IN WorkspaceSummary: Not able to See the Customer details Workspace and in Sales< Accounts . The Accounts are getting migrated from Account Receivabales. I can pull it from Postman.…