Create a Service Case Record Type
Add a health-specific record type to your service case object to store the data that
your flow generates.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
- From the object management settings for cases, go to Record Types and click New.
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To use an existing record type, select a value from the Existing Record Type
picklist.
To use the default record type, select Master.
- For Record Type Label, enter Service Case.
- The Record Type Name field is autopopulated. Keep it as is.
- For Support Process, select Healthcare.
- Provide a description of the record type and select Active to put it to work.
- Select Make Available to assign the record type to profiles, and click Next.
- In Apply one layout to all profiles, select the page layout where you want to add the record type. For example, Case Layout.
- Save your changes.