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komoore
Staff
Staff
Status: New

During creation of Case in Case Management, the user will enter a Case Name but it is not currently available for reports or to pass to our forms in an AWD LOB field.

In Case Management Case Name is captured.

AWD LOB field available for Case Name for visibility on forms and reporting.

Here is the issue that the clients have reported..  If they enter the Case Name in Case Management, why can’t this information be passed to our AWD forms as an LOB field.

I looked through the services but wasn’t able to identify if that would be do-able or not currently.  Currently our A&G clients are on AWD 20.3 so want to see if it is currently do-able in later Chorus version.

If we were able to retrieve the Case Name from Case Management and capture in an LOB then we could auto-fill.  I see that the Case/Task search (LKCMSRCH) is finding my case name so seems like there should be a way to find and use to update an AWD LOB field.