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Adding a new case type

Suggest edit Updated on May 4, 2021

Create a new case type that meets your business requirements.

  1. In the explorer panel, click Cases.
  2. Click Add a case type.
  3. Provide a name and description for the case.
  4. Click Next.
  5. Define the stages for the case type. For more information, see Creating a top-level case type.
  6. Click Finish.
You will configure the steps for each stage later.
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