Actions478
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- Account Details For Period Inquiry Actions
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- Amazon Store Actions
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- Big Commerce Stores Actions
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Case → Insert/Update
AI-generatedSummary
Inserts or updates a Case record in Acumatica.
Inputs
- Activities — Collection of activity records linked to the case. Each activity includes fields such as Billable, Overtime, Billable Overtime, Billable Time, Category, Cost Code, Created Date Time, Last Modified Date Time, Created By ID, Note ID, Owner, Project, Project Task, Ref Note ID, Released, Start Date, Status, Summary, Time Spent, Type, Workgroup ID.
- Attributes — Collection of custom attributes for the case. Each attribute includes Attribute ID, Attribute Description, Is Active, Ref Note ID, Required, Value, Value Description.
- RelatedCases — Collection of related case records. Each related case includes Case ID, Owner, Parent Case ID, Relation Type, Status, Subject, Workgroup.
- Relations — Collection of relations (e.g., contacts, accounts) linked to the case. Each relation includes Account, Add To Cc, Contact Display Name, Contact ID, Document (value), Document Target Note ID Description, Email, Name, Primary, Relation ID, Role, Type, Document Date.
- NoteID — Single note ID associated with the case.
- additionalFields — Additional fields for the case such as Case ID, Description, Subject, Status, Priority, Severity, SLA, Closing Date, Date Reported, Contact ID, Contact Display Name, Business Account, Contract, Initial Response, Last Activity Date, Last Incoming/Outgoing Activity, Location, Manual Override, Overtime Spent, Owner, Owner Employee Name, Resolution Time, Time Spent, Workgroup, Workgroup Description, Last Modified Date Time, etc.
Output shape
single
Returns the created or updated Case record.
Examples
Example 1: Create a new case
Set values in additionalFields (e.g., Description, Subject) and optionally Activities, Attributes, etc. Do not provide a Case ID.
Example 2: Update an existing case
Provide the Case ID in additionalFields together with any fields to change. Omitted fields are left unchanged.