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Managing case types

Suggest edit Updated on November 22, 2021

Reflect your individual business needs and requirements by modifying your case types. You can rename, import, or delete a case type.

For example, if your business requirements change and one of your case types is no longer relevant, you can delete that case type.
  • Importing a case type

    To reduce the complexity of your application, share templates for business processes between your applications by importing case types.

  • Renaming case types

    Reflect changes to your business requirements by updating the name of a case type.

  • Deleting case types

    Delete a case type and all associated assets in your application to remove the records that you do not need anymore, for example, when the case type no longer meets your business requirements. You can also delete only the associated case instances, such as sample cases that you do not need after you finish development. Removing irrelevant assets saves you time and money through the efficient management of your database space.

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