Configure a Case form view

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • The Case form contains detailed information about a customer issue or problem. Configure a Case form view to display the desired fields and related lists.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > Customer Service > Cases > Create New.
    2. Configure the form layout to add the fields you require.
      For more information about adding fields to a form, see Configuring the form layout.
      주:
      If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the Sold Product field.
    3. Configure the form layout to add the related lists you require.
      For more information about adding a related list to a form, see Configuring the form layout.
      주:
      If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the Affected Install Base Items related list.
    4. Click Submit.