How to associate request to case management
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‎07-29-2022 02:45 AM
When a request is created for particular catalog item then case should create and whenever the changes happened in case that should be captured in request ritm comments.
How to achieve this..
Thanks in advance..
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Customer Service Management

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‎07-29-2022 03:41 AM
Hi,
Is the request being created from a case record, or independent? If the latter, a case record is automatically created as part of the CSM for Request Management plugin. Likewise, worknotes are sync'd between the request and the case.
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‎07-29-2022 03:43 AM

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‎07-31-2022 11:59 PM
If you install the Request Management plugin for CSM, creating an independent request will generate a related Case record automatically.
This logic works for non-admins only (there is a condition to not create the parent case record if the user has the admin role).

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‎07-29-2022 03:56 AM
Hi,
You can write an After Update business rule on your case table to update the RITM comments.
Regards,
Sumanth