Associate a case type with a service definition

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

    • After creating a service definition, you can associate a case type with the definition.

    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

    A case type can be associated with one or more service definitions.

    To see the service definitions associated with a case type, navigate to All > Customer Service > Case Types > Manage Case Types and select a case type from the list. This information is displayed in the Service Definitions related list.

    Prozedur

    1. Navigate to All > Customer Service > Administration > Service Definitions.
    2. Select a service definition.
    3. In the Table field, select the table for the case type that extends the Case table (sn_customerservice_case).
      For example, to associate the service definition with the complaint case type, select the Complaint Case table (sn_complaint_case).
    4. Select Update.