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Update case records and create follow-up tasks from reports

Update case records and create follow-up tasks from reports

Your service reports sit in the form inbox instead of updating the case, leaving teams without dates or PDFs. You get case updates with attachments and review tasks same day.

Update case records and create follow-up tasks from reports

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Overview

When service reports only live in the forms inbox, technicians and onboarding lack the dates, PDFs, and context needed to act. This flow updates the Case, attaches the report, and creates review tasks so Technical Services and onboarding can resolve issues the same day.

Update case records and create follow-up tasks from reports