Fields

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.