Create a technology product case
Customers can create a technology product case to report an issue about the service from the Customer Service Portal.
Before you begin
Role required: sn_tech_support.agent
Procedure
Go to the Customer Service Portal by accessing your instance URL and adding a /csm suffix.
On the home page, select Get help.
In the Categories, select a Support category from the list.
Select Create a Technology Product Case.
Case form as been created using a record producer. For more information about how to create record producer, see Record Producer.
On the form, fill in the fields.
Image omitted: create-tech-product-case.png
technology product case.
technology product case.
| Field | Description |
|---|---|
| Issue Type | Select the type of issue for the case:- Performance Issue - Question - Service Request - Something is Broken |
| Account | This account is default to logged-in user account |
| Contact | Auto-filled with the name of the logged-in user. |
| Sold Product | Select a product from the list of available products. This list includes the sold products for the logged-in user. |
| Affected Instances | Add the affected instances to this list. |
| Short description | Description of the issue or problem. |
| Business Impact | Impact that this issue is having on your business. |
| Steps to reproduce | Add the steps to reproduce the issue. |
| Contact Timezone | Displays the time zone of the user in the Contact field. |
Select Submit.
When the service problem case is submitted, the stage is automatically set to Verify and state as New.
Parent Topic:Using Technology Product Support Case