Case Description Using Guided Workflows

Updated 

This article outlines the steps to display a case description it within Guided Workflows for better agent visibility.

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Steps to Add Case Description Within Guided Workflows

    1. Click the New Tab icon. Under the Sprinklr Service tab, select Guided Workflows within Resolve.

    2. You can either create a new Guided Workflow or edit an existing one.

    3. On the Guided Workflows Canvas, click the + icon and go to Screen within User Communication.

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    4. Now, add a Description Text component.

    5. Within the Text field, go to Choose Resource and select Descrioption (Case) from the dropdown.

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    6. Then, click Save in the top right corner.

    7. On the Guided Workflow Canvas, add the End Execution Node.

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    8. Click the Execute icon from the top panel. In the Select GW Content dialog box, select Entity Type as Case and choose the appropriate Case Number. Now, click Execute.

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    9. You can check that the description is visible in the Guided Workflow.

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