From where an agent can create a case?

Rita A
Tera Contributor

Customer service application, Chat, Account, Contact.

I am sure that from Customer service app and from a chat, it is in the documentation. But which is the third one? And why every test practice suggests cust.ser.app, an account and a contact and not the chat? It is so confusing. And a book mentions all of them ðŸ˜²  

1 ACCEPTED SOLUTION

Runjay Patel
Giga Sage

Hi @Rita A ,

 

An agent can create a case from several interfaces depending on the platform configuration and the modules enabled.

Check below some point from there agent can create case.

  1. Agent Workspace
  2. Service Operations Workspace (if enabled)
  3. Case Application from the Navigation
  4. From the Customer Service Portal
  5. From Related Records
  6. Via Email (Email Inbound Actions)
  7. From the Mobile App
  8. Via API (For Integrations)

 

-------------------------------------------------------------------------

If you found my response helpful, please consider selecting "Accept as Solution" and marking it as "Helpful." This not only supports me but also benefits the community.


Regards
Runjay Patel - ServiceNow Solution Architect
YouTube: https://www.youtube.com/@RunjayP
LinkedIn: https://www.linkedin.com/in/runjay

-------------------------------------------------------------------------

View solution in original post

Part 2. In this video i have talked about overview on ServiceNow platform/tool. How you can opt for personal dev instance (PDI)? how to login in ServiceNow instance and navigation to OOB modules. For document please visit: https://servicenowwithrunjay.com/ Follow Facebook page for latest update on
2 REPLIES 2

Runjay Patel
Giga Sage

Hi @Rita A ,

 

An agent can create a case from several interfaces depending on the platform configuration and the modules enabled.

Check below some point from there agent can create case.

  1. Agent Workspace
  2. Service Operations Workspace (if enabled)
  3. Case Application from the Navigation
  4. From the Customer Service Portal
  5. From Related Records
  6. Via Email (Email Inbound Actions)
  7. From the Mobile App
  8. Via API (For Integrations)

 

-------------------------------------------------------------------------

If you found my response helpful, please consider selecting "Accept as Solution" and marking it as "Helpful." This not only supports me but also benefits the community.


Regards
Runjay Patel - ServiceNow Solution Architect
YouTube: https://www.youtube.com/@RunjayP
LinkedIn: https://www.linkedin.com/in/runjay

-------------------------------------------------------------------------

Part 2. In this video i have talked about overview on ServiceNow platform/tool. How you can opt for personal dev instance (PDI)? how to login in ServiceNow instance and navigation to OOB modules. For document please visit: https://servicenowwithrunjay.com/ Follow Facebook page for latest update on

How can a user create a case using the mobile app?