Managing case types in Manufacturing Commercial Operations

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Manage the settings and the configuration for a case type from the Case Type form.

    After using the Manufacturing Commercial Operations Guided Setup to create and configure a case type, you can view and manage the settings and configuration for the case type from the Case Type form. To access a Case Type form, navigate to Customer Service > Case Types > Manage Case Types and select a case type from the list.

    Case Type form related lists

    The Case Type form related lists display items configured for the case type table. Use the related lists to create additional configurations.
    • Record Producers
    • State Flows
    • Special Handling Notes
    • SLAs
    • Email Templates
    • Quick Messages
    • Reports
    • Case Type Selections
    Table 1. Case Type form related links
    Related link Description
    View Case Type Configuration Displays the current configuration for this case type, including:
    • Business rules
    • Client scripts
    • Dictionary entries and overrides
    • Notifications
    • UI actions
    • Access controls
    • UI policies
    • Data policies
    • Styles
    • View rules
    • Flows
    Launch Guided Setup for Case Types Goes to the Case Types setup tasks in Manufacturing Commercial Operations Guided Setup.