View cases and case tasks from the Business Portal

task brazil Updated Sep 10, 2026 1 min read view-related-records-from-business-portal.md
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View the list of cases and case task from the business portal to view its details.

Before you begin

Role required: sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.customer_case_manager, sn_customerservice.customer, sn_customerservice.consumer

About this task

If a case has one or more related records, a Related Records widget is displayed on the case view page that lists those records.

Procedure

  1. Navigate to the business portal.

  2. Select Requests > View submitted requests > View cases & tasks in the portal header.

    You can select the case type from Categories and filter the list of records before selecting a case.

  3. Select a case to view its details.

  4. For My requests, expand the Stage field to display more details about the request process.

  5. Select the X in the upper corner to close the details window.

Related topics

View or modify a case from the Business Portal

Approve, change, or registration request from Business Portal

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