In service Operation workspace after saving interaction record we need to have create case button

Murtaza Saify
Tera Contributor

In service Operation workspace after saving interaction record we  see there is button create incident so to that button when scroll down we should have option create case as well.

 

2 REPLIES 2

AmM01
Tera Contributor

Service Operations Workspace is primarily designed for IT Service Management (ITSM) use cases, with a strong focus on managing incidents, problems, and changes. If your instance also includes Customer Service Management (CSM), I recommend using the CSM / (FSM) Workspace instead. This workspace is better suited for case management and offer more tailored functionality for customer service workflows.

Regarding your question, in Service Operations Workspace, the "Create Incident" button appears after saving an interaction because the workspace is aligned with ITSM processes. If you’re looking to create a case from an interaction, that capability is typically available and more appropriately handled within the CSM/FSM Workspace. It would be ideal to configure or switch to that workspace for a more seamless case management experience.

Ankur Bawiskar
Tera Patron
Tera Patron

@Murtaza Saify 

If you want you will have to create a custom button for this and show in workspace

Check the OOTB UI action for "Create Incident" and create yours for Case

where did you start with and where are you stuck?

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader