Case process not triggered on 'Collections' case category when the case is created from the Collections form


When a 'Collections' case gets created from the Collections page, the Case process configured under the Case category is not being triggered. Credit&Collections > Customers > All Customers > Collect > Customer balances > Collections > New case

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Category: Credit and collections (105)

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Activities created by the Case process on 'Collections' case category not reflected on the Collections page


Create a new Case category of type 'Collections' and attached a Case process to it. Use this category when creating a case from Credit and Collections > Collections > Aged balances. The case process rules are triggered and Activities are created on the case. However these activities are not visi...

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Category: Credit and collections (105)

STATUS DETAILS
Needs Votes