Create a service problem case from the workspace

task australia Updated Sep 10, 2026 1 min read create-service-problem-case.md
Raw file servicenow.com

Create a service problem case using playbook for a customer raised issue so that an agent can work on it and resolve the service-related problem.

Before you begin

Role required: sn_sprb_mgmt.agent

Procedure

  1. Navigate to All > Workspaces > CRM Workspace.

  2. Select the List icon.

  3. Navigate to Service Problem Case > All.

  4. Select New.

  5. On the service definition page, select the Telecom Services Support from the list.

  6. Select the applicable service definitions from the list.

    Note: The fibre broadband service definition as been shipped as a part of the demo data.

    For more information about service definition, see Service definitions.

  7. Select Create case.

    In service definition, when you select Create case a playbook record generator form appears. Fill the playbook record generator form. For more information about the playbook record generator, see Set up a record generator for case type.

  8. On the intake form of verify issue, fill in the fields.

Field

Description

Account

The name of the company associated with this case.If you select a contact in the Contact field, this field is auto-filled if the account information is available in the contact record.

Contact

Name of the customer contact for this case.

Service

Name of the affected service for this case.

Short description

Description of the customer issue or problem.

Actual start

Actual start date of the issue.

Issue type

Types of issues- Question

  • Issue
  • Feature

Issue severity

Imported severity on the issue. Values 1–4.

Description

Brief description of the customer issue or problem.

9. Select **Continue**.

Result

The service problem case is created with details of the customer information and issue.

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