Search and View Case Creation Automation Instructions

Click the Configuration menu icon (

) on the left vertical pane.

Click Case Automation.

The Case Automation Instruction List page is displayed.

Select a site from the Selected Site drop-down list. The organization name is displayed in bold and its associated sites are displayed below.

The list of case creation automation instructions is displayed. For each instruction the information displayed is Updated Date, Instruction Name, Created By, Status (displays that status of case creation instruction i.e. Suspended and Activated) and the Actions column provide you with the options to Activate, Suspend, Edit and Delete case creation automation instruction.

On selecting the site, the Create New Instructions button is enabled.

Note:

Only those sites to which you have access are available for selection. If no case creation automation instruction is created for the selected site, then the message is displayed as No Case Automation instructions exist for this site.

Enter the instruction name or created by in the Search text box for the instruction you want to search.

Note:

When the performed search yields no results then a message is displayed as "No items to display."

Tip:

You can enter upper case as well as lower case text to perform the search i.e. the Search field is not case sensitive.

The search result are displayed as per the entered criteria and they continuously update as you change the entries in the Search text box.

Note: The page numbers are displayed only when you have more than 10 instructions, as Show Entries is set to 10 by default. You can change the number of instructions to be displayed on the page to 10, 20, 50, 75, and 100. Depending on the selection in the Show entries field, the numbered list is displayed for the navigation.

Click the name of the instruction form the Instruction Name column.

The Case Instruction page is displayed, it shows all the details of the case instruction.