Need to alter Create Case multiselect field mapping in CSM workspace
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Friday
I created a new case type for CSM Workspace.
I followed the instructions below to enable the Create Case multiselect.
There are some fields, like Assignment Group and location that are not mapped OOB from this action. I haven't been able to find the action to modify it or duplicate it to add the fields we need mapped. Has anyone done this before that can point me in the right direction.
Thanks!
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Friday
The field mappings for the Create Case action with case type selection aren't controlled by the UI Action or a Script Include you'd modify directly. They're driven by a Data Broker Server Script inside UI Builder.
Here's where to go:
Open UI Builder and navigate to the Case Type Multi Select modal page (this is the popup that appears when you click Create Case). Look for the Data Broker Server Script called "Get encoded query to prefill case type form". This script builds the encoded query that prefills the new case record from the source record (e.g., Interaction). You'll find separate script blocks per source table — edit the one matching your source table and add your Assignment Group and Location fields to the encoded query string.
For example, you'd append something like ^assignment_group= + the value from the source record to the existing encoded query being built.
Alternatively, if you want something more upgrade-safe, a Before Insert Business Rule on sn_customerservice_case (set to run on extended tables as well) can populate Assignment Group and Location based on the parent Interaction record after case creation. This avoids touching the OOB UI Builder components entirely.
