Tracking activity updates in cases and knowledge articles for your line of business
Case business analysts can configure the Modified Date and Modified By fields to be updated for activities in a case. When a case agent or requester adds a comment or sends an email, the case agent who is working on those cases can track the updates and take appropriate actions.
Activities that are considered as updates
The following activities are considered as updates to cases or tasks:
Entity | Activity |
---|---|
Case |
|
Task |
|
To configure the Modified Date and Modified By field values to be updated for cases and tasks
To update the Modified Date and Modified By field values for certain activities, case business analysts must enable the UPDATE_PARENT_ON_NEW_ACTIVITY setting. The setting is disabled by default and can be enabled for your line of business.
- Log in to BMC Helix Business Workflows as a case business analyst.
- Click Line of Business > Manage Line of Business.
- On the Application Configurations tab, click UPDATE_PARENT_ON_NEW_ACTIVITY.
On the Edit configuration page, enable the updating of the Modified Date and Modified By fields by selecting .
The Modified Date and Modified by for cases and tasks will be updated for any social activities.- Click Save.
Case agents can now track the updates to cases and tasks based on the Modified Date and Modified By fields.
Related topics
Viewing and updating case details
Updating tasks and tracking progress
Associating cases, knowledge articles, and related users to cases
Providing feedback for improving the quality of knowledge articles
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