Case Lines and Workflows
Summarize
Summary of Case Lines and Workflows
The Case lines and workflows application enables agents and customers with thesncustomerservice.customerrole to manage multiple related issues within a single case record. This application is particularly useful for case types like Orders, allowing users to track and resolve various issues separately while managing them under one case.
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Key Features
- Multiple Line Items: Users can create case line items for different entities such as orders, invoices, and contracts, each with its own resolution process.
- Independence of Resolution: Different issues can be addressed independently, facilitating better tracking and resolution of complex cases.
- Case Line Items List View: Access the list of case line items through the Core UI by navigating to All > Customer Service > Cases > All Line Items.
- Plugin Support: The application uses the com.sncaseline plugin to extend the Case table for storing multiple line items.
Key Outcomes
Utilizing the Case lines and workflows application allows customers to:
- Identify and recommend alternatives when orders can't be completely fulfilled.
- Process changes initiated by customers or during order fulfillment, such as adjustments to quantities or shipping dates.
- Manage exceptions and the approval process effectively.
- Create supplier cases to address order-related inquiries, enhancing communication and resolution efficiency.
This application is available for download from the ServiceNow Store, where customers can also view other available apps and submit requests.
The Case lines and workflows application provides the ability to reference multiple line items on a case record. Agents and customers with the sn_customerservice.customer role can use these line items to
capture, track, and resolve multiple related issues in a single case.
The Case lines and workflows application provides the framework for a case type to handle multiple related issues. One example is the Orders case type available with the Order Operations Case Management application. This case type enables users to create cases with case line items for multiple orders or for multiple order lines within a single order.
Case line items enable users to track multiple issues for the same case. Users can resolve these different issues, represented by case line items, independently before resolving and closing the case. Users can take different actions on different case line items depending on the need.
This application supports different types of line items based on the source of the case. These line items can include entities such as orders or order lines, invoices or invoices lines, contracts, and sold products. Each case line item maps to an entity line (for example, an order line) and has its own resolution process.
Benefits of using case line items
- Identify when an order cannot be filled completely and recommend alternative items.
- Process inflight order changes and customer-initiated changes, such as changes to items, quantities, or requested ship dates.
- Process order exceptions and manage the approval and fulfillment process.
- Manage suppliers by creating supplier cases for order-related questions, such as increasing or decreasing quantity, quality issues, or status tracking.
Case lines and workflows plugin
The Case lines and workflows application (com.sn_case_line) enables the Case table to store multiple line items on a case record. These line items are product instances and can be extended for various entities such as orders, order lines, invoices, invoice lines, and contracts.
The case lines and workflows application includes a Case Line Items list view in the Core UI. To access the Case Line Items list, navigate to .
The Case lines and workflows application also includes tables and roles. For more information, see Components installed with Case lines and workflows.
The Case lines and workflows application is available from the ServiceNow Store.
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Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.