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When we create a Case it defaults to "Phone to Case Process". Can we change that?

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Posted on by Community Member Microsoft Employee

I am customizing the UI for a Case Form.

I don't want the Form to read "Phone to Case Process" cause I am manually creating a Case and is not a Phone call based. I had posted a screenshot too.

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Asif365 1,431 on at

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RE: When we create a Case it defaults to "Phone to Case Process". Can we change that?

Hi,

Please have a look at the below link:

www.syncratec.com/.../
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ZeeshanGhause on at

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RE: When we create a Case it defaults to "Phone to Case Process". Can we change that?

Hi!

if i am not wrong you can hide this Process "Phone to case Process" or just go and deactivate this process

Regards

ZG
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Miguel Lourenco on at

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RE: When we create a Case it defaults to "Phone to Case Process". Can we change that?

Hi,

Go inside the business process flow "Phone to Case process" and at the top you will "order process flow":

set the one you want at the top (in my scenario I only have one)

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