Create or Intake a Case
Depending on your configuration, you can create Cases a number of ways.
Create a Case
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Click Create Case on the Case list page.
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Complete the appropriate fields on the Create Case page. The Title field is required.
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Click Create.
The case is now created and the case is displayed in the Details page.
Create a Case by Interview
If your organization is using this feature, you can create a case through an interview and walk through a list of predefined questions.
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Click Create Case by Interview on the Case list page.
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Complete the appropriate fields on each page and click Next until you've completed the interview. The following image shows an example of an interview form to create a new case.
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Click Submit when you're done with the interview.