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author's profile photo Former Member
Former Member

Integration of Web requests in Case Management/Grantor Management

The standard functionality in grantor management is integrated with web request with the flexibility to create change request forms and agreement forms. However, I would like to know if web request can be integrated with case management in order to display case related change request form on the case overview page. Any relevant documents with regards to this scenario would greatly be helpful.

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    author's profile photo Former Member
    Former Member
    Posted on Aug 28, 2012 at 02:59 PM

    Hi,

    Please note that web request categories can only be assigned to certain objects in CRM. Unfortunately the Case does not fall into that. Although grantor is an One Order Object still all the One Order Object is not intergrated with Web Request.

    However in the case object you can perform an enhnacement to link the change request form link with Grabtor Object / Service Order and display them as a Transactional link similar to transaction history, this way you will be able to view the web request from case itself.

    Hope this helps.

    Regards

    Arun

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    • Former Member

      Hi Arun,

      Yes I was able to figure that out. I made some custom changes in order to allow other process type data as well on the web request assignment block on case. However, the requirement is not just to display the web request (for change request form) on Case overview page. We also want to modify the fields that needs to be displayed on the form (in BSP) format. Would you by any chance any step-by step approach/document to modify the displayed fields on the form and handle the data from back end.

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