https://communities.sas.com/t5/Fraud-AML-and-Security/Case-Narrative-Template-SAS-AML-8-3-VI-HF10/m-p/945455#M1051 <P>Hello Everyone!</P><P>&nbsp;</P><P>Has anyone ever tried placing a template in the "Case Narrative" field (internal DB: fdhdata/fdhhistory.tm_cases.case_narrative) before? We need a setup where, when the "Create Case" disposition is applied, a predefined template is already available in the "Case Narrative" field, just like this:</P><P>&nbsp;</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="petiskulteti23_0-1727442026176.png" style="width: 400px;"><img src="https://communities.sas.com/t5/image/serverpage/image-id/100711i1E3B8215AC479960/image-size/medium?v=v2&amp;px=400" role="button" title="petiskulteti23_0-1727442026176.png" alt="petiskulteti23_0-1727442026176.png" /></span></P><P><BR />Thank you in advance for your help!</P><P>&nbsp;</P><P>Best Regards,<BR />Peter</P><P>&nbsp;</P> Fri, 27 Sep 2024 13:02:46 GMT petiskulteti23 2024-09-27T13:02:46Z https://communities.sas.com/t5/Fraud-AML-and-Security/Case-Narrative-Template-SAS-AML-8-3-VI-HF10/m-p/945455#M1051 <P>Hello Everyone!</P><P>&nbsp;</P><P>Has anyone ever tried placing a template in the "Case Narrative" field (internal DB: fdhdata/fdhhistory.tm_cases.case_narrative) before? We need a setup where, when the "Create Case" disposition is applied, a predefined template is already available in the "Case Narrative" field, just like this:</P><P>&nbsp;</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="petiskulteti23_0-1727442026176.png" style="width: 400px;"><img src="https://communities.sas.com/t5/image/serverpage/image-id/100711i1E3B8215AC479960/image-size/medium?v=v2&amp;px=400" role="button" title="petiskulteti23_0-1727442026176.png" alt="petiskulteti23_0-1727442026176.png" /></span></P><P><BR />Thank you in advance for your help!</P><P>&nbsp;</P><P>Best Regards,<BR />Peter</P><P>&nbsp;</P> Fri, 27 Sep 2024 13:02:46 GMT https://communities.sas.com/t5/Fraud-AML-and-Security/Case-Narrative-Template-SAS-AML-8-3-VI-HF10/m-p/945455#M1051 petiskulteti23 2024-09-27T13:02:46Z https://communities.sas.com/t5/Fraud-AML-and-Security/Case-Narrative-Template-SAS-AML-8-3-VI-HF10/m-p/945759#M1053 Hello<BR /><BR />In order to do that you will need to edit the case workflow and add an<BR />"write in the entity field" action in the Start element.<BR />Please see the screenshots below:<BR />[image: image.png]<BR /><BR />[image: image.png]<BR /> Tue, 01 Oct 2024 07:42:44 GMT https://communities.sas.com/t5/Fraud-AML-and-Security/Case-Narrative-Template-SAS-AML-8-3-VI-HF10/m-p/945759#M1053 DanNavot1 2024-10-01T07:42:44Z