Edit a Case

Here's how you can edit a case on the Case Details page:

You can use the Action Bar to edit a case, or click the Edit button in the Details folder to edit details in each folder.

Use the Action Bar

Either place your cursor in the Action Bar , or use the keyboard shortcut Alt+A for PC and Control+A for MacOr. Then start typing an action or search word, and the Action Bar displays suggestions that you can select from a list. To make suggestions, the Action Bar looks for key verbs and names of objects and fields.

• In the Action Bar, enter add, create , or compose to view a list of commands.

  Here's a list of available commands:

  Action	Description
  Add Action	Add individual action plan actions to the case.
  Add Action Plan	Add action plans to the case.
  Add Contact	Add contacts to the case.
  Add Document	Attach files and URLs to the case.
  Add Team Member	Add others to the case team.
  Compose Message	Create a message for the case.
  Create Appointment	Create an appointment for the case.
  Create Case	Create another case.
  Create Relationship	Create a relationship between cases or SRs.
  Create Task	Create a task for the case.

• You can also use the Action Bar to update individual fields in the case. Here's a list of the fields you can update:

  Action	Description
  Update Title	Modify the title of the case.
  Update Status	Modify the status of the case.
  Update Related Objects	Update the related objects for the case.
  Update Queue	Queues the case for reassignment. Requires prior configuration of assignment rules.
  Update Primary Contact Party Name	Modify the primary contact associated with the case.
  Update Description	Modify the description of the case.
  Update Category Name	Modify the category of the case.

Edit Details

1. To edit the case details from the Details region:

   1. Click Edit.

   2. Modify the editable fields in the form.

      

   3. Click Save.

   4. You can edit information or work with the folders under the details region by expanding each folder: