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Collect Information on Case Closing Action - Workflow Template
Collect Information on Case Closing Action - Workflow Template

Shows a form whenever a Case is change to CLOSED status.

Updated over a week ago

This Torq workflow template facilitates case management by automating the process of collecting additional information upon case closure. When an analyst marks a case as CLOSED, a form is presented to gather specific data like closure reasons and geolocation. The template ensures that as the case status changes to CLOSED, all relevant details are captured and appended to the case, streamlining documentation and improving case analysis for future reference. Ideal for organizations looking to enhance their case management practices.

Use Cases

Case Management

Workflow Breakdown

  1. Triggers when an analyst changes a case to CLOSED, and shows up a form to collect data.

  2. Reads case metadata to get the current state of the case.

  3. Changes the state of the case to CLOSED and add collected data into the case.

Vendors

Utils, Torq Cases

Tips

For this Workflow to be triggered, a case must have a workflow interaction assignment, it can be set using the step \"Assign Interaction workflow to state change\

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