How to associate request to case management

lucky6
Tera Contributor

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..

6 REPLIES 6

Kieran Anson
Kilo Patron

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.

 

Not from case form request will create independently

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).

SumanthDosapati
Mega Sage
Mega Sage

Hi,

You can write an After Update business rule on your case table to update the RITM comments.

 

Regards,
Sumanth