Configure default field values for a service definition

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

    • Configure default values for fields in a service definition's target table. When a record is created for this table, the system uses these values to auto populate record fields.

    Vorbereitungen

    Role required: sn_csm_case_types.service_definition_manager, sn_csm_case_types.service_definition_admin, or admin

    Warum und wann dieser Vorgang ausgeführt wird

    The target table for a service definition is stored in the Table field. The table selected in this field is the Case table or a table that extends the Case table. When a record is created for the target table, the system auto populates fields with the default values.

    Prozedur

    1. Navigate to All > Customer Service > Administration > Service Definitions.
    2. Select a service definition.
    3. In the Default table field values field, select a field and a value.
      Each time you select a field, an additional selection option becomes available.
    4. Wahlweise: To remove a field, select the Delete button next to the field value.
    5. When you are finished selecting fields and values, select Update.