Create a customer service case of a specific type
Customer service agents can create different types of cases by making selections from the case type selector.
Before you begin
Role required: sn_customerservice_agent
About this task
The types of cases that agents can create depend on the configuration of the customer service case types and service definitions features. For more information, see the following topics:
- Configure customer service case types
- Manage customer service case types
- Configuring service definitions
In CRM Workspace, agents use the Case type selector to make selections and create cases.
Note: In the Core UI, use the Case interceptor to make selections and create a case.
Procedure
-
Create a case by selecting one of the following actions.
The case type selector appears by default with the options the agent has for creating a case in the context of the record.
Note: The
sn_csm_case_types.enable_service_selectorproperty which enables the case type selector is set to true for zBoot customers, and can be enabled for upgrade customers.
|
Agent action |
Description |
|---|---|
|
Select New |
Select this action from case lists and case type lists including the following:
|
|
Select Create Case |
Select this action from the following records:- Interaction
|
|
Version |
Steps |
|---|---|
|
Multi-select |
|
|
Single-select |
|
|
Product Service Select |
|
For more information about these fields, see [Create a customer service case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/t_CreateACaseFromCustServApp.md).
- Select Save.
---
title: Create a customer service case of a specific type
description: Customer service agents can create different types of cases by making selections from the case type selector.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/create-case-of-specific-case-type.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Manage cases, Use, Customer Service Management]
---
# Create a customer service case of a specific type
Customer service agents can create different types of cases by making selections from the case type selector.
## Before you begin
Role required: sn\_customerservice\_agent
## About this task
The types of cases that agents can create depend on the configuration of the [customer service case types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-service-case-types.md) and [service definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-service-definitions.md) features. For more information, see the following topics:
- [Configure customer service case types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-csm-case-types.md)
- [Manage customer service case types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/manage-csm-case-types.md)
- [Configuring service definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-service-definitions-configure.md)
In CRM Workspace, agents use the [Case type selector](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-case-type-select-modals.md) to make selections and create cases.
**Note:** In the Core UI, use the Case interceptor to make selections and create a case.
## Procedure
1. Create a case by selecting one of the following actions.
The case type selector appears by default with the options the agent has for creating a case in the context of the record.
**Note:** The `sn_csm_case_types.enable_service_selector` property which enables the case type selector is set to true for zBoot customers, and can be enabled for upgrade customers.
<table id="table_ulq_m3j_yxb"><thead><tr><th>
Agent action
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Select **New**
</td><td>
Select this action from case lists and case type lists including the following:
- Related lists: child case, case task
- List view
- Case task list view
</td></tr><tr><td>
Select **Create Case**
</td><td>
Select this action from the following records:- Interaction
- Account
- Contact
- Consumer
- Sold Product
- Install Base Item
</td></tr></tbody>
</table>2. Make selections from the version of the case type selector that has been configured by the system administrator.
<table id="table_ulg_q1l_dwb"><thead><tr><th>
Version
</th><th>
Steps
</th></tr></thead><tbody><tr><td>
Multi-select
</td><td>
1. Select a **Case Type**.
2. If desired, select an optional category and subtype to narrow the available choices.
3. Select **Create Case**.
**Note:** If a subtype hasn't been configured for a case type, the field for the subtype is not displayed.
</td></tr><tr><td>
Single-select
</td><td>
1. Select a **Case Type**.
2. Select **Create Case**.
</td></tr><tr><td>
Product Service Select
</td><td>
1. Enable or disable the **This case is for an owned product** check box. This check box controls the display of the **Product** field
2. If displayed, select a **Product**.
3. Select a **Service**.
4. Select a **Case type**.
5. Select **Create Case**.
</td></tr></tbody>
</table>3. Fill in the fields on the Case form.
For more information about these fields, see [Create a customer service case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/t_CreateACaseFromCustServApp.md).
4. Select **Save**.
| title | Create a customer service case of a specific type |
| description | Customer service agents can create different types of cases by making selections from the case type selector. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/create-case-of-specific-case-type.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Manage casesUseCustomer Service Management |