Add an entitlement to a case line

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Add one or more entitlements to a case line in CSM Configurable Workspace.

    Antes de Iniciar

    Role required: sn_customerservice_agent

    Procedimento

    1. Open a case line record in CSM Configurable Workspace.
    2. Select the Case Line Entitlements tab.
    3. Select Add on the Case Line Entitlements tab.
    4. Select one or more entitlements from the Add entitlements pop-up window.
      The Add entitlements pop-up window displays the entitlements associated with the Account field on the case line record and the Contract field on the parent case record.
    5. Select Add on the Add entitlements pop-up window.

      The selected entitlements are added to the Case Line Entitlements tab.