Create a task for an order case line item

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

    • Create a task for an order case line item.

    시작하기 전에

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

    프로시저

    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.