View or modify a case from the customer portal

View or modify the information in a selected case.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.partner_admin

Procedure

  1. Click My Cases in the portal header.
    This displays a list of cases opened by the current user. The case list includes:
    • A composite field with the case number and short description
    • The product associated with the case
    • The case priority and current state
    • The date and time that the case was last updated.
  2. Click the desired case number to open the Case form.
  3. Make any necessary changes to the Short description or Additional comments fields.
    All other fields on the form are read-only.
  4. Click Update.