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NSC | Show Case Incoming Message

edited Oct 21, 2022 9:12PM in SuiteCloud / Customization

In the Case Record, the Incoming Message can be seen only on Edit Mode. In order for it to show on View Mode, create a CRM Field and Workflow.


1. Create CRM Field

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New

2. Label: Enter Label

Example: Incoming Message

3. Type: Select Free-Form Text

4. Store Value: Remove Checkmark

5. Click Applies To

§ Case: Enter Checkmark

6. Click Save

2. Create a Workflow

1. Navigate to Customization > Workflow > Workflows > New

2. Name: Enter Incoming Message

3. Basic Information:

§ Record Type: Select Case

§ Execute As Admin: Enter Checkmark

§ Release Status: Select Released

§ Initiation: Select Event Based

4. Event Definition:

§ On Create: Enter

Tagged:

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