Create a reactive case from the incident record

task brazil Updated Sep 10, 2026 1 min read create-reactive-case-cutomer-impact-tab.md
Raw file servicenow.com

Create a reactive case record from in an incident, problem, or change record. Analyze the impact and generate cases for service issues.

Before you begin

Role required: sn_ind_tsm_sdwan.PSEW_USER

About this task

Analyze the service issue in an incident, problem, or change record. Generate a reactive case for the service issue based on the insights from the customer impact tab.

Procedure

  1. Navigate to Workspaces > Service Operations Workspace.

  2. Select the list icon ([Omitted image "icon-list.png"] Alt text: List Icon.)

  3. Navigate to All > Incidents > All.

  4. Open the incident record.

  5. Select the Customer impact tab.

    You can create reactive record only for the customer account.

  6. Select the more option icon ([Omitted image "icon-more-option.png"] Alt text: More Option Icon).

  7. Select New reactive record from the option list.

  8. Enter the details for the new case record.

  9. Select Save.

Result

A reactive case record is created and associated with the incident.

Parent Topic:About identifying affected accounts with Proactive Service Experience Workflows in Incident Management

Related topics

Enhancing customer impact visibility for PSEW processes

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