Create an Alida Case action

Create an Alida Case action in the rule engine and follow-up with customers within TXM.

Prerequisites:
  1. Click Create an Action to add an action to occur when the condition is met.
  2. In the Action Type list, select Create Alida Case.
  3. Depending on the fields selected in the Saleforce Case Management settings, fill in the required fields and any additional fields.
  4. Click Save.