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Prerequisites
Procedure

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Help Center/ Cognitive Engagement Center/ User Guide/ Tenant Administrator Guide/ Robot Management and Configuration Guide/ Large Language Model Service Zone/ LLM-based Application Services/ Building the LLM-based Intelligent Case Filling Service/ Configuring Case 2.0 Information/ Case Template

Case Template

Updated on 2025-01-23 GMT+08:00

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Prerequisites

The case 2.0 feature has been enabled for the tenant space.
You have the Case Configuration permission.

Procedure

Sign in to the AICC and choose Configuration Center > Case Configuration 2.0 > Case Configuration > Case Template.

Figure 1 Case Template
Click Create. On the Create page, enter a template name and template description, and click Save.
Click Config corresponding to the new template to access the view page and add content. If a customized field is set as a mandatory field, you must add the customized field to the create view.

Figure 2 View page
Click to save the content and click to preview the content.

NOTE:

Save the content after adding a field to the create view to prevent the content from being lost. For example, after adding field A to the edit view, if you do not save the content before previewing it, field A will be lost.
(Follow-up operation) Enable a case template so that you can reference it when configuring a case content template and synchronize it to the Metadata Management page.

Figure 3 Synchronizing a case template to the Metadata Management page

Parent topic: Configuring Case 2.0 Information

Previous topic: Customized Case Field

Next topic: Case Type

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