Create a case for install base items

---
title: Create a case for install base items
description: Create a case for a new install base item by using the case form in the CSM Agent Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/create-an-install-base-item-on-the-case-form.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Case form, Customer Service forms, Reference, Customer Service Management]
---

# Create a case for install base items

Create a case for a new install base item by using the case form in the CSM Agent Workspace.

## Before you begin

Role required: sn\_customerservice\_agent or sn\_customerservice.consumer\_agent

## Procedure

1.  Navigate to **All** > **Workspaces** > **CSM/FSM Configurable Workspace**.

2.  In the list view, navigate to **Cases** > **My Cases**.

3.  Select **New**.

4.  Perform one of the following actions before selecting an install base item on the Create Case form.

    For a description of the field values, see [Case task form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/csm-case-task-form.md).

    |Field|Action|
    |-----|------|
    |**Account**|Select an account that has to be associated with the install base.|
    |**Consumer**|Select a consumer that has to be associated with the install base.|
    |**Install base**|Select an install base item to automatically fill in the relevant details from the install base form.|

5.  Next to the **Install Base** field, select the search icon \[Omitted image "search\_icon.png"\] Alt text: Search icon, and then select the install bases from the pop-up window.

    The pop-up window displays only the list of install base items that are related to the selected account or consumer.

6.  In the **Short Description** field, enter a description of the install base item.

7.  Save the form.

    A new case with the install base item details appears in the My cases list.