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Form reference

Customer case tasks

10 declared fields for Customer case task. Required fields include Customer case, Task title.

Demo baseline · November 13, 2026
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About this form

Use this reference to identify built-in form labels, data types, and validation. Specialized workspaces can render a subset of these fields or provide workflow-specific controls. Your role, record state and tenant configuration can change what you see.

Registry key
csm_case_tasks
Record label
Customer case task

Field definitions

FieldType or referenceBuilt-in rulesChoices and constraints
Customer case
caseId		reference
csm_cases		Required
Default list field		—
Task title
title		textRequired
Default list field		—
Instructions
description		textareaOptional by default—
Assigned to
assigneeId		reference
users		Default list field—
Due (UTC)
dueAt		datetime-localOptional by default—
State
state		textRead-only
Default list field		—
Active
active		booleanDefault list field—
Demo dataset
demoDataset		textRead-only
Default list field		—
Created
createdAt		textRead-only—
Updated
updatedAt		textRead-only—

Related procedure: Create and resolve a customer case.

Verification evidence

The disposable audit exercised 4 applicable validation assertions on this definition. The authenticated collection read returned HTTP 200. See the verification matrix for scope.

Collection read results by built-in role

These statuses were observed over HTTP with one role per disposable MFA account. A successful list response can be empty and does not establish individual record, field, or write access.

RoleHTTP status
Asset Manager200
Change Manager200
CMDB Manager403
Contract manager200
Customer service agent200
Customer service customer403
Customer service manager200
Datacenter Customer403
Datacenter Fulfiller200
Datacenter Manager200
Datacenter Vendor403
EH&S auditor403
EH&S manager403
Executive Reader200
Field service dispatcher200
Field service technician200
HR case agent403
HR knowledge manager403
HR lifecycle manager403
HR profile manager403
Employee Relations investigator403
HR service catalog administrator403
Inventory Counter403
ITIL Fulfiller403
Knowledge Manager200
Business Manager200
Platform Administrator200
Service Desk Agent200
Vendor manager200
Third-party risk manager200
Employee with no workspace role403

Edit and verify

  1. Open the list from the appropriate workspace and select an existing record or a permitted create action. Confirm the intended tenant and record number.
  2. Use the visible controls for the current record type and state. For reference fields, select a returned record from the lookup. Fill visible required fields and use the dedicated workflow action when the record has approval or completion gates.
  3. After saving, reopen the record and compare its persisted values, state and activity to the intended change. Check the downstream linked record when the action creates one.

Troubleshoot

  • Missing field or control: compare the role, module, record state, form conditions and tenant overrides.
  • Lookup returns no result: check that the referenced record is active, in scope and compatible with the current field.
  • Save is rejected: keep the exact validation message and compare the field key, choice, constraints and required related records.
  • See Edit and troubleshoot records and Configuration Studio.