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
Set the required custom fields and quick actions per case type.
Filter for the custom fields and quick actions based on the case type
If the case type has a configured minimum severity level, validate the level and change if appropriate.
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