Creating a Case from Installed Product
To create a case from the Installed Product:
1. Navigate to an existing Installed Product record and then click Create Case. The Create Case screen is displayed for the selected record as shown in the following screenshot.
Relevant information from the Installed Product record is automatically copied and displayed.
2. Enter Subject, Description, and other required fields.
3. Click Save to create a new Case record.
You are redirected to the newly created record.
Most of the information from the Installed Product record is copied to the Case record automatically. The fields to be copied between the records are configured by your ServiceMax admin. This configuration may include your organization’s custom fields on Installed Product and Case as well.
 | Cases can be created from Installed Products only if allowed by your ServiceMax license. Please contact your ServiceMax admin to know the type of license used by your organization. This screen is presented by the Service Flow delivery engine of ServiceMax based on the service flow configuration. To learn more about how to use this screen’s features, see SFM Delivery. In addition, you can click the screen title or the help button to view additional help for this screen, if configured by your admin. |