The "Create a QuickAction for a Case" workflow template streamlines the process of adding QuickActions to cases, enhancing efficiency in case management. Users initiate the workflow by providing a case number and searching for relevant workflows using keywords. After selecting the desired workflow, users define the QuickAction button text, which is then added to the case, facilitating swift access to specific actions and improving operational responsiveness.
Workflow Breakdown
User activates workflow, supplies case number
Workflow queries user for keyword to search for relevant workflows
User chooses relevant workflow by copy-pasting the workflow name from the provided search results
User provides the QuickAction button text
QuickAction added to the provided case, using the supplied workflow and QuickAction button text.
Vendors
Utils, Torq, Torq Cases