How do I create cases or SRs by interview?

You can have your users create cases through an interview-style format using Oracle Intelligent Advisor. Using an interview to create cases, can ensure cases are created only after all critical questions are answered.

To create cases by interview, you use Intelligent Advisor to create the interview, then Visual Builder Studio to make the interview available to your users.
Note: This feature requires a license for Oracle Intelligent Advisor.

The steps to enable and use the Create Case by Interview button on the Case List page are:

  1. Open the Case List page in Visual Builder Studio and locate the Constants tab in the Right Hand Panel.
  2. Click the Constants tab.
  3. Set the values for these variables on the Constants tab.
    • showCreateCaseByInterviewButtonOnListPage: true
    • opaSiteURL: Enter the Intelligent Advisor Hub URL where your interview is deployed.
    • createCaseInterviewDeploymentName: Enter your interview name.
  4. Publish the changes.

The steps to enable and use the Assess Case link on the Case Details page are:

  1. Open the Case Details page in Visual Builder Studio and locate the Constants tab in the Right Hand Panel.
  2. Click the Constants tab.
  3. Set the values for these variables on the Constants tab:
    • intelligentAdvisorHubURL: Enter the Intelligent Advisor Hub URL where your interview is deployed.
    • assessCaseInterviewName: Enter your interview name.
    • showAssessCaseLinkOnDetailsPage: true
  4. Publish the changes.