Configure case type declarative actions

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Configure declarative actions that enable agents to create cases and case tasks from different locations within CSM Configurable Workspace.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    The Customer Service Case Types plugin includes declarative actions that enable agents to create cases and case tasks using the case type selector and case task type selector. These declarative actions are disabled by default.

    표 1. Declarative actions, locations, and actions
    Action label Location Action
    Create Case Appears on the Case Task list views. Displays the case task type selector.
    Create Case Appears on the Tasks related list tab on case and case type records. Displays the case task type selector.
    Create Case Appears on the Case and Case Type list views. Displays the case type selector.

    Declarative actions are stored in the Action Assignment [sys_declarative_action_assignment] table.

    프로시저

    1. Navigate to All > Now Experience Framework > Declarative Actions > Form Actions.
      The system displays the Action Assignments list.
    2. Filter the list to display the actions for the CSM Case Types application.
      If necessary, configure the list to display the Application column.
    3. For each of the desired declarative actions, set the Active field to true.