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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate a case type with a service definition

After creating a service definition, you can associate a case type with the definition.

Before you begin

Role required: sn_csm_case_types.service_definition_manager, sn_csm_case_types.service_definition_admin, or admin

About this task

A case type can be associated with one or more service definitions.

To see the service definitions associated with a case type, navigate to All > Customer Service > Case Types > Manage Case Types and select a case type from the list. This information is displayed in the Service Definitions related list.

Procedure

  1. Navigate to All > Customer Service > Administration > Service Definitions.

  2. Select a service definition.

  3. In the Table field, select the table for the case type that extends the Case table (sn_customerservice_case).

    For example, to associate the service definition with the complaint case type, select the Complaint Case table (sn_complaint_case).

  4. Select Update.