Skip to main content
All CollectionsTemplatesBasic
Prepare Case Properties by Case Type - Workflow Template
Prepare Case Properties by Case Type - Workflow Template

When a new Torq case is created, based on the case type, create custom fields and quick action on the newly created case.

Updated over a week ago

This Torq workflow template is designed for case management, where it enhances efficiency by automating the creation of custom fields and quick actions for new cases based on the specific case type. When a case is initiated, it intelligently populates the necessary fields, validates and sets the minimum severity level as needed, and customizes available actions, streamlining the case handling process suited to distinct scenarios. This template caters to those seeking hassle-free case customization and severity level management.

Use Cases

Case Management

Workflow Breakdown

  1. Set the required custom fields and quick actions per case type.

  2. Filter for the custom fields and quick actions based on the case type

  3. If the case type has a configured minimum severity level, validate the level and change if appropriate.

  4. Create the required custom fields and quick actions.

Vendors

Utils, Torq, Torq Cases

Workflow Output

Updated custom fields, quick actions, and case severity level on the new case.

Tips

Adjust both the custom fields, quick actions, and case type minimum severity levels to the meet your requirements

Did this answer your question?