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• 5.19 • 5.2 • 5.3 • 5.8

Set Case

The Set Case block associates a case with the current interaction. When the interaction is delivered to the agent, the Case tab will be automatically displayed on screen-pop forms.

Set Case scenario block

Conditional Exits

There are no conditional exits.


Title text

Title Text is the name of the instance of the block. Enter a name in the text field and the new name of the block will appear in the flowchart.

Case ID

This is the record ID for the case to be associated with the interaction.


When enabled, this checkbox indicates if a new case should be added to the list of cases on the interaction or replace any existing cases on the interaction.

Set Case block settings
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