View cases and case tasks from the Business Portal

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • View the list of cases and case task from the business portal to view its details.

    Vorbereitungen

    Role required: sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.customer_case_manager, sn_customerservice.customer, sn_customerservice.consumer

    Warum und wann dieser Vorgang ausgeführt wird

    If a case has one or more related records, a Related Records widget is displayed on the case view page that lists those records.

    Prozedur

    1. Navigate to the business portal.
    2. Select Requests > View submitted requests > View cases & tasks in the portal header.
      You can select the case type from Categories and filter the list of records before selecting a case.
    3. Select a case to view its details.
    4. Wahlweise: For My requests, expand the Stage field to display more details about the request process.
    5. Select the X in the upper corner to close the details window.