The Cases Screen Overview

Minimum Role: Organization role of Read Only User (for viewing Cases); Organization role of Standard User (for creating and editing Cases); Organization role of Organization Administrator (for deleting Cases)

Prerequisites: Workflow enabled by a System Administrator

The Cases tab of the Workflow screen displays all Workflow Cases in your Organization. From this screen, you can view a summary of each Case, create a new Case, open an existing Case, filter the screen to show a certain subset of Cases (e.g., all closed Cases, all open escalated Cases assigned to a particular user, all Cases with a medium severity level), assign Cases to other users, and delete Cases.

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20122-01 v.04.A