Share
ReportHello champions!
Currently I am developing CRM for case/incident management for my organization. Need some assistance on the setting to achieve below goals;
The case form shall have below field;
1) Case subject
- Incident
- Service Request
2) Case categories
- Incident
- New Incident
- Incident follow up
- Service Request
- New Service Request
- Service Request Follow Up
The idea is when our support team logged case, they need to select (1) Subject first then select (2) Case Categories based on the (1) selection.
Means , if support logged case as incident, the drop down menu for case categories will appear only either new incident or incident follow up.
I have create a subject tree from the setting, however the goal not successful when I customized the "case" forms.
Any guidance?
Thank you.
All responses (
Answers (
353
