The case types in CSM

Jagjeet Singh1
Tera Contributor

Hi Community members,

I am working on a CSM implementation and was exploring the Case types plugin.

For now, I have followed the guided setup and enabled the case types in my PDI. I can also use these from workspace and case type cases are being created in my custom table which I created as part of the setup. I have few queries.

1. I do not see where it is documenting the case type selected by agent from interaction record.

2. From your experience with case types; please list out few things that I should keep in mind while implementing this.

 

Any help would be appreciated.

 

1 ACCEPTED SOLUTION

Hi @Jagjeet Singh 

when following the training materials, you will see that creating a Case type means creating child tables of sn_customerservice_case. So yes, you have to create child tables for each Case type!

Kind regards
Maik

 

View solution in original post

5 REPLIES 5

Hendrik Odendaa
ServiceNow Employee
ServiceNow Employee

Also if you want to use the case type selector on the CSM Configurable workspace list views, configure it as per the link: https://docs.servicenow.com/csh?topicname=config-case-type-declarative-action.html&version=latest

(make active the "new" declarative actions (sys_declarative_action_assignment) records related to the "CSM Case Types" Application")