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‎02-06-2022 04:23 AM
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.
Solved! Go to Solution.
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‎02-06-2022 05:07 AM
Hi
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
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‎01-17-2024 06:38 AM
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")