How to display Catalog Item Variables on CSM Case (Standard Ticket Configuration)

gdo
Tera Contributor

Hello everyone,

I am working on a CSM portal where external customers can submit Catalog Items. We are using the OOTB functionality where submitting a Catalog Item automatically creates a Case + REQ + RITM linked together.

The Setup:

  • The external client only has access to the Case record on the portal.

  • OOTB, the variables are stored and displayed on the RITM.

  • I want the customer to be able to see these variables directly on the Case record, ideally under the "Options" tab (in the ticket fields widget)

    gdo_0-1769088874528.png

     

What I've tried: I have configured the Standard Ticket Configuration for the sn_customerservice_case table and added a "Variable Summarizer" tab. However, the variables do not appear under the Options menu as expected.

gdo_1-1769088917251.png

 

Question: Has anyone successfully displayed RITM variables on the parent Case record using the Standard Ticket Configuration? Is there a specific configuration I'm missing to bridge the variables from the RITM to the Case UI on the portal?

Thanks for your help!

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