Deactivate Pop-up when Agent Creates a New Case in Source-to-Pay Workspace
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04-28-2024 05:08 PM
Hello developers,
I'm not sure if this is the correct forum to ask this question but I wanted to know how can we deactivate a pop-up in the "Source-to-Pay" Workspace?
Currently, OOTB, when an agent clicks on "New" to create a case, a pop-up displays and asks the agent to select a "case type." See screenshot below:
Since the organization is not using case types right now, we want to deactivate this pop-up and send the agent directly to the new record to complete the details of the case. I'm sure there are other business rules or OOTB features that are automatically using the "case types" field which is why we don't want to deactivate the case types but simply remove this pop-up from displaying when an agent clicks on "New"
Has anyone done this before or can provide any guidance on deactivating this feature?
Best regards,
Corey