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

Case Template

Prerequisites

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

Procedure

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

    Figure 1 Case Template

  2. Click Create. On the Create page, enter a template name and template description, and click Save.

  3. 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

  4. Click to save the content and click to preview the content.

    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.

  5. (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