Attaching screen captures to a case
To document values that users enter during case processing, create screen captures of user inputs, and then save the captures as PDF files. By documenting input values, you can understand how users interact with a case and, after case resolution, analyze the information that users provide.
For example, you can check the values that users submit in the first stage of a case to ensure that the case reaches its resolution with the most appropriate effect.- Add the Create PDF shape to the case life cycle:
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In a process in which you want to add the shape, click .
- Click Select.
- In the Step properties pane, in the Select view list, select a view that you want to include as a PDF screen capture.
- In the PDF orientation section, specify the file layout.
- In the PDF name field, enter a descriptive name for the document.
- In the Attachment category list, select an option that describes the business classification of the screen capture.
- Optional: In the Audit note field, enter the audit note.
- Click Save.
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