Configuring process builder rights

Users with Process Builder rights can configure rules in the case form to automatically close cases.
  1. Log in as CM Setup administrator.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Case Management Admin > Application Settings.
  4. In the Process Builder Rights section, set Enabled to Yes to enable Process Builder triage rules.
  5. Set Enable for Case Cloning to Yes to apply Process Builder triage rules when cloning a case or creating a parent case from an existing case.
  6. Set Agent/ServiceRep, ServiceMgr, or ServiceAdmin to Yes for the roles that can use Process Builder.
  7. In Auto Triage User, specify the user ID used when automatic triage actions are logged.
  8. In Close User, specify the user ID used when case closure actions are logged.
  9. Click Update.