From Bright Pattern Documentation
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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 [[agent-guide/UnderstandingScreen-pop|screen-pop]] forms. | 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 [[agent-guide/UnderstandingScreen-pop|screen-pop]] forms. | ||
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| + | Note this block will be available from version 5.2.2. | ||
Revision as of 20:34, 1 August 2018
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.
Note this block will be available from version 5.2.2.
Conditional Exits
There are no conditional exits.
Settings
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.
Replace
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.
