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Reclassifying a case type

Suggest edit Updated on November 5, 2021

Classify an existing case type as a child of another case type to save time and resources.

If you classify a top-level case type as a child case type, your application demotes the top-level case type, and then relocates dependencies from the demoted case type to the new top-level case type in the hierarchy.
  1. In the navigation pane, click Cases .
  2. Hover over a parent case type name and click options menu.
  3. Select Add a child case type.
  4. Click Existing case type.
  5. Select a case type from the list.
  6. Click Finish.
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