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

Add a case type to the Case interceptor

In the Core UI, the Case interceptor lists the types of customer service cases that an agent can create. If you create a case type and you want that case type to appear in the Case interceptor, you need to add it to the Case interceptor configuration.

Before you begin

Role required: sn_csm_case_types.service_definition_admin or admin

About this task

When an agent creates a case, they can select the case type from the Case interceptor.

Procedure

  1. Navigate to All > System Definition > Interceptors.

  2. Select the Case interceptor from the Interceptors list.

  3. In the Answers related list, select New.

  4. Select Simple questions to redirect the URL.

  5. Fill in the fields on the Answer form.

    FieldDescription
    NameEnter a unique name for the case type. For example, Complaint.
    User PromptThe description that the agent sees in the interceptor when they create a case.
    Target URLThe target URL of the form view that should open for the selected case type.
    OrderThe order in which the case type appears in the interceptor.
  6. Select Submit.