Best Practice: Customer facing catalog with Case Management

Mike49
Tera Contributor

Good morning all,

 

I've asked several ServiceNow personnel about this use case and want to see how others are doing this.

 

My company has a customer facing catalog where our external customers can request tasks that our internal staff does.  Our current configuration is that a case is opened which opens a REQ/RITM/SCTASK.  This involves a lot of synchronization between the RITM/REQ & Case records.  For example, when an additional comment is added to the RITM, it is copied to the Case.

 

At K24 and K25, I presented this use case to some ServiceNow personnel and they suggested having a record producer that will open a case and use case tasks/playbooks.  They suggest to not use REQ/RITMs at all for the external customer catalog.

 

I'd love to hear some ideas of what you're doing.

Thanks!

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