Create a project issue for a case

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

    • The customer project manager can create project issues for cases that have been created for customer projects and project tasks.

    Vorbereitungen

    Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)

    Warum und wann dieser Vorgang ausgeführt wird

    The project manager can create one issue for a case.

    Prozedur

    1. Navigate to Customer Service > Projects > All.
    2. Click a project in the Customer Projects list.
    3. In the Cases related list, click a case.
    4. Click Create Issue on the Case form.
      The system creates a new issue for the project and copies the Short description and Priority from the case.
    5. Fill in the details for the issue and click Save.
      The system does the following after you save the issue:
      • Adds the case number to the activity stream on the Issue form.
      • Adds the issue number to the activity stream on the Case form.
      • Adds the issue to the Issues related list on the Customer Project form.
      • Adds the issue to the Issue field in the Related Records section of the Case form.