You’ve created an entitlement process; now it’s time to use it! Apply an entitlement process to a customer’s entitlement so all support records linked to the entitlement use that process.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To edit entitlements: | Edit on entitlements |
- Go to the entitlement.
-
In the Entitlement Process lookup field, select the process you want
to apply.
Important If you’re using entitlement processes, manage customers’ work orders and cases on separate entitlements. This is because an entitlement process only runs on records that match its type. For example, when a Case entitlement process is applied to an entitlement, the process only runs on cases associated with the entitlement. If a work order is also associated with the entitlement, the process won’t run on the work order. - Click Save.
Tip If you’ve set up entitlement templates, you can associate an entitlement
process with a template so all entitlements created using that template automatically use the
selected entitlement process.