Case Details: Difference between revisions

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(Created page with "File:case1_list.png Click on a case field to open File:case1_click.png View the case details File:case1_detail.png ---- Portal users can create notes, reque...")
 
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Open cases
[[File:case1_list.png]]
[[File:case1_list.png]]



Revision as of 13:43, 17 August 2016

Open cases

Click on a case field to open

View the case details


Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box.


Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.

<add key="DisableCaseNotes" value="N"/>

Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.

<add key="HideTrackingNotes" value="N"/>

(Notes stored in case progress and as communications - the list below is from the caseprogress table)

 *the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.
 <add key="ProgressFilter" value="and case_progressnote is not null"/>

Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.

<add key="ShowRequestClosure" value="Y"/>

Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.

 <add key="AllowCaseFileUpload" value="Y"/>

By setting this value to "Y" Files upload are also displayed under case details.

Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit

   <add key="MaxFileSize" value="5242880"/>

Filter for file types (comma seperated values)

   <add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>

Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.

<add key="AllowCaseFileUploadScreenShot" value="Y"/>

Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.

<add key="AllowDragAndDrop" value="Y"/>

Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.

<add key="showSolutionsInCaseDetails" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.


To see most recent communication list set "DisableCommunicationList" to "N"

<add key="DisableCommunicationList" value="N"/>