INSZoom - How do I auto send Questionnaire and docs Checklist when Case is created
How do I auto-send the Questionnaire and docs Checklist when Case is created?
Send Questionnaire and docs Checklist when Case is created
Follow the below steps:
- Click on Setup (Left Menu) and select Settings
- Click on Advanced Settings.
- Search “Misc Settings” in the search box and click on Misc Settings.
- Click on Edit, and then update “Yes” for Send Questionnaire and Docs Checklist when Case is created.
- Click Save.
