Everything you need to know about Case Participants
This article explains how to manage participants on a case. Also see Everything you need to know about Configuring Participants Case Participants Ov...
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A participant is an entity that takes part in a case, such as a person, organisation, team, or vehicle.
This article explains how to manage participants on a case. Also see Everything you need to know about Configuring Participants Case Participants Ov...
Master data records are created for different types of entities, e.g. organisations, persons or teams. An example of a master data record would be an or...
Work Type > Action bar > Participants > Manage Participants If configured, another way to access Participants in the Work Item view is on the l...
The process to add a participant to a case always begins by selecting the type of participant you wish to assign and then checking to see if there is an...
Edit Participant Blade Work type > Manage participants > Click on participant's name You can edit the role and reference number for the participan...
This Participant Summary portal widget contains options to add/edit or remove the Participants from the case. When configuring the portal for this work...
When you're managing participants in a case, you can manage their case and network connections, depending on their participant role, from the edit parti...