Keep follow-up inquiries to a minimum by allowing your users to access open and closed cases, raise new ones, and access support. This template adds the same content as another template, so we won't include that content in this article:
Models
The template contains two models the Case model:
See our knowledge base article, Create a new model.
You can add properties to the model properties by selecting the ADD button. See our knowledge base article, Add a property to your model's schema.
The other model is Case Attachment:
This model contains a foreign key property, linking it back to the Case model, and a file property that allows submitting attachments.
Pages
The template adds several pages, the Open cases page:
This page is where users can view their open cases and access support.
To raise a case directly from this page, select RAISE A CASE, which opens the Raise a case page in a modal window:
Select VIEW CLOSED to open the Closed cases page where resolved cases are listed:
After installation, build an integration to synchronize your cases from Applaud with your choice of a case tool. See our knowledge base article, About Applaud's integration with Workato.
Follow-up task
- To configure the Support page, install the Help and case management template.