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= Set Case =
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<translate>= 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 [[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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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.
 
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.
  
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=== Allow case history access via chat API ===
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For chat scenarios, when this setting is enabled it allows case history to be accessed via the [https://documenter.getpostman.com/view/6735878/TzXwFJFP BPCC Mobile/Web Messaging API v2]. Specifically, it is possible to retrieve the chat case history via the [https://documenter.getpostman.com/view/6735878/TzXwFJFP#92c829b0-7dfc-4d6b-b4df-e3009cba9193 Get Case History] method, or close the case via the [https://documenter.getpostman.com/view/6735878/TzXwFJFP#e866bde6-39db-498b-925d-e1469d1d4f68 Close Case] method. For related information, see [[Scenario-builder-reference-guide/Reference/VariablesandExpressions/Variables#.24.28item.allowChatHistoryForCase.29|$(item.allowChatHistoryForCase)]]. '''Note''': This checkbox is not displayed when used in voice scenarios.
  
[[File:Set-Case-Settings-522.PNG|650px|thumb|center|Set Case block settings]]
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[[File:Scenario-Set-Case-Settings-5599v2api.PNG|650px|thumb|center|Set Case block settings]]
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Revision as of 23:22, 9 June 2021

• 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.


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.

Allow case history access via chat API

For chat scenarios, when this setting is enabled it allows case history to be accessed via the BPCC Mobile/Web Messaging API v2. Specifically, it is possible to retrieve the chat case history via the Get Case History method, or close the case via the Close Case method. For related information, see $(item.allowChatHistoryForCase). Note: This checkbox is not displayed when used in voice scenarios.


Set Case block settings


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