Create a task for an order case line item

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Create a task for an order case line item.

    Avant de commencer

    Role required: sn_order_case.creator, sn_order_case.agent, sn_customerservice_agent, admin

    Procédure

    1. Open an order case record in CSM Configurable Workspace.
    2. Select an order case line item in the Order Case Line list.
    3. Select Create task to display the Create New Case Line Task form.
    4. Enter information in the fields on the form.
    5. Select Save.
      The system displays the new case line task record.