View a list of questions and create a case

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • View questions that can potentially be converted to cases, the community portal provides a page with a list of questions created by contacts or consumers.

    Antes de Iniciar

    Role required: sn_customerservice_manager, sn_customerservice_agent, sn_customerservice.consumer_agent, sn_communities.admin, or proxy_case_creator

    Por Que e Quando Desempenhar Esta Tarefa

    This page displays questions from the forums to which the user has access.

    Procedimento

    1. From the community portal, select Community > Questions to Case to open the list of questions.
      This list includes questions that have been posted by a contact or a consumer and for which a case has not yet been created.
    2. Use the filters on this page to filter the question list:
      • View questions for all forums or for the selected forum
      • View questions posted within the selected time frame: 7, 15, or 30 days
      • Sort by the most recent questions or older questions
      • Sort by the question status: all, solved, unsolved, or unreplied
    3. To create a case from one of the questions in the list, select a question to open the question page.
    4. Select the overflow icon (...) and then select Create Case to open a Create Case form.
      The Create Case action is available if a case has not yet been created from a question. Once a case has been created, this action is no longer available.
      Nota:
      The Create Case option is available for the question posted by an external user.
      Information from the question is mapped to the fields on the case.
    5. Enter any additional information in the fields on the Create Case form.
      For example, add Description for the case.
    6. If necessary, attach a file to the case.
    7. Select Submit.
      You are returned to the question content page. The case number appears in the question header after the case is created. The question author, the customer service agent or consumer service agent, or any user with the proxy_case_creator role can see the case number.

      The contact or consumer who posted the question can also view the case by navigating to My Cases on the Customer Service Portal or Consumer Service Portal.