Components installed with Case lines and workflows
Summarize
Summary of Components installed with Case lines and workflows
The Case lines and workflows application in ServiceNow Australia release includes several components such as specialized tables, roles, and properties designed to manage case line items, their tasks, characteristics, and entitlements. These components extend the functionality of the standard Case and Case Task tables to better handle detailed case-related processes.
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Key Features
- Tables:
- Case Line [sncaseline]: Stores case line item records linked to parent cases, extending the Case table (prefix CSL).
- Case Line Task [sncaselinetask]: Contains tasks related to case line items, extending the Case Task table (prefix CSLTASK).
- Case Line Characteristic [sncaselinecharacteristic]: Displays details about product offerings included in case lines (prefix CSLC).
- Case Line Entitlement [sncaselineentitlement]: Stores entitlements associated with case line items.
- Roles: Designed to control access to case line and characteristic records, including:
- sncaseline.admin: Full create and update access to case line characteristic records.
- sncaseline.characteristiccreator/writer/delete/viewer: Granular permissions for creating, updating, deleting, and viewing case line characteristic records, contingent on access to parent case line items.
- sncaseline.viewer: General view access to case lines and workflows entities.
- sncaseline.characteristicreportviewer: Access to reports on case line characteristics with parent case line item access.
- sncustomerservice.casetaskagent: Existing role with read, write, and create access to case line tasks when assigned or in the same group, plus read access to related case and account/contact records.
- sncustomerserviceagent: Existing role with read, write, and update permissions on Case Line, Case Line Task, and Case Line Characteristic tables.
- sncustomerservice.customer: Existing customer contact role with read and write permissions on Case Line Characteristic records.
- Properties:
- sncustomerservice.advancedentitlements: Controls visibility of the Entitlements related list on the Case Line form across CSM Configurable Workspace and Core UI. Setting to True shows the list; False hides it.
Key Outcomes
By installing these components, ServiceNow customers can more effectively manage detailed case line items and their associated tasks, characteristics, and entitlements. The defined roles ensure secure and appropriate access control tailored to user responsibilities, enhancing case handling and reporting capabilities within Customer Service Management environments.
Several types of components are installed with the Case lines and workflows application, including tables and roles.
Tables
| Table | Description |
|---|---|
| Case Line [sn_case_line] |
The Case Line table stores case line item records that are created for parent cases. This table extends the Case table. The prefix for case line records is CSL. |
| Case Line Task [sn_case_line_task] |
The Case Line Task table stores the tasks related to case line items. This table extends the Case Task table. The prefix for case line task records is CSLTASK. |
| Case Line Characteristic [sn_case_line_characteristic] |
The Case Line Characteristic form displays details about the product offering included in a case line. The prefix for case line characteristic records is CSLC. |
| Case Line Entitlement [sn_case_line_entitlement] |
The Case Line Entitlement table stores the entitlements that are associated with case line items. |
Roles
The Case Lines and workflows application includes roles that provide access to case line item and case line characteristic records. It also updates some existing roles to provide this same access.
| Role | Description | Includes roles |
|---|---|---|
| sn_case_line.admin | This user can create and update case line characteristic records. |
|
| sn_case_line.characteristic_creator | This user can create case line characteristic records if they have access to the parent case line item record. | sn_case _characteristic_viewer |
| sn_case_line.characteristic_writer | This user can update case line characteristic records if they have access to the parent case line item record. | sn_case _characteristic_viewer |
| sn_case_line.characteristic_delete | This user can delete case line characteristic records if they have access to the parent case line item record. | sn_case _characteristic_viewer |
| sn_case_line.characteristic_viewer | This user can view case line characteristic records if they have access to the parent case line item record. | |
| sn_case_line.viewer | This user can view case lines and workflows entities. | |
| sn_case_line.characteristic_report_viewer | This user can view reports for the case line characteristic table if they have access to the parent case line item record. | |
| Case task agent [sn_customerservice.case_task_agent] |
This is an existing role. The case task agent has read, write, and create access for case line tasks:
The case task agent has read access to the following:
The case task agent can update the work notes, comments, attachments, and watch list of the parent order case and the case line items. |
|
| Customer service agent [sn_customerservice_agent] |
This is an existing role. The customer service agent role has read, write, and update permissions for the following tables:
|
For more information, see Roles installed with Customer Service Management. |
| Customer contact sn_customerservice.customer |
This is an existing role. The customer contact has read and write permissions in the Case Line Characteristic table |
For more information, see Roles installed with Customer Service Management. |
Properties
| Property | Description |
|---|---|
| sn_customerservice.advanced_entitlements | Displays the Entitlements related list on the Case Line form.
This property applies to both CSM Configurable Workspace and Core UI. |