Configuring Case Category Metadata
The Client Service Case Category Metadata form allows you to specify metadata that can be used to link case category information directly to a particular code or drive business logic related to cases types within a case category.
Adding Case Categories
To add client service case category metadata:
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Go to Admin Workspace.
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In the Search for Dataform section, search for Client Service Case Category Metadata or select Client Service > Client Service Case Category Metadata.
The Client Service Case Category Metadata dashboard displays.
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Click Add to add a new Case Category Metadata record or click Edit to update an existing Case Category Metadata record .
The Client Service Case Category Metadata form opens.
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Complete the form as required. Required fields are shown in red:
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Click Save.