I am wondering how the companies you are working with have set-up their case management process? Do you have always 1 case as entry then manually split the case into several ones, if the first case has several questions from customer?
Thanks!
3 Antworten
Hi Katarzyna Fonteyn,
Yes, other approach, create multiple record types as per your requirement and create a page layout to assign the respective record type and profiles.
also this record type, you can use to update using workflow/process builder based on the conditions.
Please let me know if you need any more information.
Thanks & Regards,
Sakthi
