Fields: Difference between revisions
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Field Name Type LookupValue | Field Name Type LookupValue | ||
case_authorised - Selection - Yes/No | case_authorised - Selection - Yes/No | ||
case_authorisedEsc - Selection - Yes/No | case_authorisedEsc - Selection - Yes/No | ||
When a case is created by a non-company primary person the "case_authorised" and "case_authorisedEsc" values are set to "N" (No). | |||
If created by a company primary person then the values are set to "Y" (Yes) | |||
The "case_authorisedEsc" field is used to trigger the Escalation where you can control system messages and emails. See the Escalations section for details. | |||
Revision as of 12:10, 22 December 2011
To use case management authorisation you need the following fields within the Cases entity
Field Name Type LookupValue
case_authorised - Selection - Yes/No
case_authorisedEsc - Selection - Yes/No
When a case is created by a non-company primary person the "case_authorised" and "case_authorisedEsc" values are set to "N" (No).
If created by a company primary person then the values are set to "Y" (Yes)
The "case_authorisedEsc" field is used to trigger the Escalation where you can control system messages and emails. See the Escalations section for details.
