Form Select Case Status

1. Description

Allows the agent to select a Case status directly in the post-processing form. The list of statuses is generated automatically — based on the service selected by the agent.

The list of statuses is configured in the Service Catalogs reference: CRM → Configuration → Lookups → Service Catalogs → catalog page → Status field.

The block (Fig. 1.(1)) is placed in the scheme-building field. When you click the block, the component settings panel opens (Fig. 1.(2)).

1.1. Form Select Case Status block

The block consists of the following elements:

1. The name of the component;

2. In branch — receiving (connecting with the previous block) branch;

3. Out branch — outgoing (connecting with the following block) branch. When hovering over the Out field, a switch appears. The switch allows this component to be connected to a component that already has a connection.

The presence of an icon indicates that the switch is on, and this component can be connected to a component that already has a connection.

Changing the switch position removes the outgoing branch of this component.

The button deletes the block from the Flow Schema.

1.2. Form Select Case Status settings panel

The settings panel (Fig. 2) contains the following elements:

1.2.1. Id

The unique identifier of the component in the scheme. The value is not displayed on the page and is used as a variable for accessing the component's values in subsequent steps.

1.2.2. Service ID

Specifies the identifier of the service selected by the agent when creating the Case. Typically passed as a variable from the Form Select Service component.

This field is required and accepts a variable.

For example, if the Id field in the Form Select Service component is set to serviceId, then the Service ID field should contain ${serviceId}.

1.2.3. Token

The authorization token for the request to the status reference. Accepts a variable.

1.2.4. View

Used to configure the display of the component.

Contains the following fields:

1. Initial value;

2. Label;

3. Hint.

1.2.5. Initial value

Sets the default value of the selection element — the status identifier that will be pre-selected when the form opens. Accepts a variable.

For example, to pre-select a specific status, enter a variable containing that status identifier into the Initial value field.

1.2.6. Label

The text entered here will be displayed as a header above the selection element. If left empty, the element will have no header.

1.2.7. Hint

An optional tooltip text. The tooltip is displayed when hovering over the hint icon .

The icon will not be shown if this field is left empty.

1.2.8. Break

Responsible for the completion of the flow execution.

• — initiates the end of the flow execution after the given component.

• — the switch is in the off position.

1.2.9. Limit

It is intended to determine the maximum number of passes through this component.

The failover branch appears in the edited component when the limit is set .

The failover branch will be used if more passes are passed through the component than entered in the Max field.

Clicking on the Add Limit button adds a Max field and a Delete limit button.

The number of possible passes is indicated in the Max field.

Clicking on the Delete limit button removes the limit and returns the Add limit button.

Fig. 4. Setting a limit

1.2.10. Add description

When you click the Add description button, a Description field and a Delete description button will be added.

The Description field is used to add comments to the component.

Clicking the Delete description button removes the description field and brings back the Add description button.

Fig. 5. Add description