Incorporating Search into your Case & Solution Workflow

An additional customization may be made that allows Dovetail Search to be incorporated into your case and solution workflow. For example, from the Case form, clicking the Dovetail Search button will open the Search form, and can search Solutions using the case title. A solution can be opened from the Search results form, and the Link to Case button on the Solution form can be clicked, which will link the solution to the case.

This customization is entirely optional.

Case form with Dovetail Search button

In This Chapter

To Install this Customization:

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To Install this Customization:

Incorporating Search into your Case & Solution Workflow