Case Management App by Algoworks
Case Manager is a lightning-ready 100% native app designed to help in better case management - merge duplicate cases, split a case into multiple cases, and m ...read more
Case Manager is a lightning-ready 100% native app designed to help in better case management - merge duplicate cases, split a case into multiple cases, and manage Case SLA via an intuitive flag system.
Get started today with a 30-day free trial.
- Manage and keep track of Case SLA through an intuitive and automated Case Flag feature
- Identify and merge duplicate Cases. Configure merge data, set Search criteria and more
- Split a Case into one or many Cases
Case Flag
Manage your case service level agreements through customizable case flagging functionality. You can configure the flag stages and distinguish SLA levels on Flag colors. You can also create case views based on Flag stages and thus quickly sort out cases. SLA levels can be configured based on Business Hours or Calendar Hours.
Case Merge
The app allows authorized users to find duplicate Cases and merge them into a single case. It can automatically clone and associate related child objects (such as emails, attachments etc.) of all merged cases with the master Case. The app then swiftly closes the duplicate cases. You can also configure merge data, set search criteria for duplicate cases and even add individual cases by their case numbers to merge list.
Case Split
The app allows users to split one Case into one or more Cases. The user can select which information has to be copied to new Cases and which child objects have to be cloned or transferred to new cases.
Have fun and do write us a review on AppExchange® if you like our app! Also, try the app for 30 Days for free.
For any assistance required, contact us at [email protected]
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Case Management App Set flag and Clear flag are not working in my org
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Case Management App Set flag and Clear flag are not working in my org
I installed the Case Management App and followed the instructions to configure the app as described in the installation guide. However, Set flag and Clear flag are not working in my org.
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1 Reply
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When you are using Case management app, you need to give some profile base permissions in your org. This profile permissions will be set for those users who need to work on the Case management app.
You need to give “View all” permission of that user’s profile who is working on the Case management app and you also need to give all CRUD (Create, Read, Update/Edit, Delete) permissions for the same profile for below custom objects, which is related to this app. You need to give FLS(Field level permission) permissions for below object’s all fields i.e. read and update.
Object name:
Standard Field-Level Security
- Case
- Email Message
Custom Field-Level Security
- Business Hours Case Flag
- Case Flag Information
- Case Flags History Tracking
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This reply was modified 4 years, 8 months ago by Algoworks.
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