Skip to main content

Other Case Activities

Additional Case Operations for managing and maintaining cases throughout their lifecycle.

Case Duplication​

Create a copy of a case with same template and structure:

  1. Open case
  2. Click Duplicate Case
  3. New case created with:
    • Same fields
    • New ID
    • Empty values (optionally copy)
    • Original case linked

Use for:

  • Recurring similar issues
  • Template use
  • Testing workflows

Case Editing​

Edit case properties:

  • Title
  • Description
  • Type
  • Status
  • Priority
  • Custom fields

Multi-edit for bulk updates.

Case Archival​

Archive completed cases:

  • Removes from active list
  • Maintains full history
  • Searchable
  • Recoverable if needed

Case Restoration​

Restore archived cases:

  • Return to active
  • All data preserved
  • History maintained

Case Deletion​

Permanently delete:

  • For test/duplicate cases
  • Irreversible action
  • Requires confirmation
  • Audit logged

Bulk Operations​

Operate on multiple cases:

  • Bulk status update
  • Bulk reassignment
  • Bulk archival
  • Bulk deletion (with caution)

See Also​