PeopleSoft · Arazzo Workflow
PeopleSoft Find a Customer and Open a Case
Version 1.0.0
Search CRM customers, pull the matched customer record, then create a service case for them.
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Campus SolutionsCRMEnterprise SoftwareERPFinancial ManagementHCMSupply Chain ManagementArazzoWorkflows
Provider
Workflows
customer-case
Resolve a CRM customer and create a service case for them.
Searches customers, gets the first match's record, and creates a case referencing that customer; ends when no customer matches the search.
1
findCustomers
listCustomers
Search CRM customers using the supplied term and branch on whether any customer matched.
2
getCustomerRecord
getCustomer
Retrieve the full record for the first matched customer before opening a case.
3
createCase
createCase
Open a new service case referencing the matched customer with the supplied description, priority, and category.