Create a table map for case types

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

    • Create table maps to configure the case type fields that are copied from a case record to the post case review or the case action summary records.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Case Type tables extend from the Case table but do not inherit the table mappings.

    Procedimento

    1. Access the CSM Table Map list by navigating to csm_table_map_list.do.
    2. Create two new table map records in the Case Digest scope, one for the post case review mapping and one for the case action summary mapping.
    3. In the first record:
      1. Select the desired Case Type table in the Source Table field.
      2. Select the Post Case Review (sn_csm_case_digest_pcr) table in the Target Table field.
      3. Click Submit.
    4. In the second record:
      1. Select the desired Case Type table in the Source Table field.
      2. Select the Case Action Summary (sn_csm_case_digest_cas) table in the Target Table field.
      3. Click Submit.
    5. For the two new case type table map records, map the fields from the source table to the target table in the Basic Field Mapping form section.
      For details, see Create a case digest table map.
    6. Click Update.