Actions478
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Case → Insert/Update
AI-generatedSummary
Insert or update a Case record in Acumatica by specifying its various properties, including identifiers, status, activities, relations, and additional fields.
Inputs
- CaseID — The unique identifier for the case; used to locate the case for update or specify a new one for insertion.
- Activities — A collection of activity entries related to the case, each detailing billable status, category, cost code, dates, owner, status, type, and other attributes.
- Attributes — A collection of attributes for the case, each with identifiers, descriptions, activity status, required flag, values, and reference note ID.
- RelatedCases — A collection of related cases, including case IDs, owners, parent case IDs, relation types, status, subject, and workgroup.
- Relations — A collection of relations associated with the case, each specifying contact details, account, document references, email, role, and other descriptive fields.
- NoteID — A note identifier optionally associated with the case.
- Additional Fields — Additional optional case properties such as billable status, business account info, contact info, dates, descriptions, priority, reason, resolution time, severity, SLA, status, subject, time spent, workgroup, and last modified date time.
Output shape
a single record representing the inserted or updated Case object.
The operation automatically strips out empty or default values before sending data to avoid errors. Inputs are nested and complex, supporting multiple repetitive sub-items (e.g., activities). If a CaseID is provided and exists, the record is updated; otherwise, a new Case is inserted.
Examples
Example 1: Create a new Case with subject, status, owner, and initial activity.
Provide subject, status, and owner in Additional Fields. Populate Activities with one activity detail containing category and time spent fields.
Example 2: Update an existing Case by CaseID with new status and add related cases.
Specify CaseID to identify the existing Case. Update status field in Additional Fields and add one or more entries in Related Cases collection with relation details.