How do I Customize Case Statuses in Cases App?

Updated on January 12, 2017 01:53AM by Admin

The cases app has several configuration settings that allow you to adjust the way the app functions. To configure your cases app statuses,

Steps to Create New Case Status

  1. Log in and access Cases App from your universal navigation menu bar.
  2. Click on "More" icon and select “Settingslocated at the app header bar.
  3. Select "Cases" Drop down and then Click on “Statuses” from the left navigation panel.
  4. Click on “Create” and specify:
    • Name - Name of the status.
    • Description - Description of status.
      Create status
  5. Click on "Create" button to complete.
  6. By default, the created status will be in enabled mode.
  7. You can update the status information by clicking on "Edit" icon if needed.
  8. If your case statuses "Visibility" is Inactive, then you cannot find cases statuses with a search field. For instance: Closed (Inactive)
  9. You cannot find case # (1004) with status "Closed" while searching as shown below:

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