Create a service problem case from the Customer Service Portal

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read
  • Customers can create a service problem case to report an issue about the service from the Customer Service Portal.

    Before you begin

    Role required: sn_sprb_mgmt.customer

    Procedure

    1. Go to the Customer Service Portal by accessing your instance URL and adding a /csm suffix.
    2. On the home page, select Get help.
    3. In the Categories, select a Support category from the list.
    4. Select Create a Service Problem Case.

      Case form as been created using record producer. For more information about how to create record producer, see Record Producer.

    5. On the form, fill in the fields.
      Service problem case from customer service portal.
      Table 1. Service Problem Case
      Field Description
      Account This account will be default to logged in user account
      Short description Description of the issue or problem.
      Service Services related to the logged in user account.
      Description of the issue Brief description of the issue.
    6. Select Submit.
      When the service problem case is submitted, the stage is automatically set to Verify and state as New.