Suspending, resuming, archiving and deleting a case

An administrator can suspend, archive or delete a case that needs to be paused, set aside or removed. All of these actions are in the row menu of the case list. Regular users, including the case owner, do not have them. If you need to stop or remove your case, contact an administrator or use an event that the template provides for this purpose, for example cancelling an order.

Administrators only
Only users with the administrator role can see and use the Suspend, Resume, Archive, Unarchive and Delete actions. In addition, archiving must be enabled in Configuration (archivation.enabled).
ActionWhere to find itWhat it does
SuspendMine, AllSuspends the case and its subprocesses.
ResumeSuspendedResumes the suspended case and its suspended subprocesses.
ArchiveMine, AllMoves the case to the archive.
UnarchiveArchivedRestores the case from the archive.
DeleteMine, All, Suspended, ShreddedDeletes the case and its subprocesses.

Each action asks for confirmation first. Click Confirm to carry it out, or click No or the cross to close the dialog without making any changes. TAS shows the result in a notification in the bottom right corner.

Suspending a case

A suspended case is paused. Its tasks disappear from the assignees' task lists, the case disappears from the Mine and All tabs, and no event can be run on it. The case data stays unchanged. This is useful, for example, when a case needs to be put on hold until a question is resolved.

  1. Open Cases and find the case, for example by filtering the Case name column.
  2. In the row menu, select Suspend.
  3. Answer the question "Do you really want to suspend the case?" by clicking Confirm.

You can find the suspended case under More → Suspended:

Here the row menu contains the Detail, Resume and Delete actions:

In the detail of a suspended case, a Suspended label appears next to the name, and the Event button is disabled.

Resuming a case

  1. Open Cases → More → Suspended.
  2. In the row menu, select Resume.
  3. Confirm the question "Do you really want to resume the case?".

The case returns to the Mine and All tabs, and its assignees can see its tasks again, with the same content as before it was suspended.

Archiving a case

Archiving moves a case to the archive. This is useful for old cases that nobody needs to see in the regular lists any more. An archived case disappears from the Mine and All tabs, and its tasks disappear from the task lists. Administrators can find it under More → Archived, where they can open its read-only detail.

  1. In the case list, select Archive in the row menu.
  2. Confirm the question "Do you really want to archive the selected case?".

In the Archived list, the row menu contains Detail and Unarchive:

For an archived case, you cannot run an event, upload a document or edit variables, and Graph is missing from the More menu.

Unarchiving a case

  1. Open Cases → More → Archived.
  2. In the row menu, select Unarchive.
  3. Confirm the question "Do you really want to unarchive the selected case?".

The case returns to the regular lists, and its assignees can see its tasks again.

Deleting a case

  1. In the case list, select Delete in the row menu.
  2. In the Confirm deletion dialog, answer the question "Do you really want to delete the Case?" by clicking Delete.

A deleted case disappears from all lists, its tasks disappear for the assignees, and the case can no longer be opened, not even through a link. Deletion cannot be undone in the application.

Deletion is irreversible
Before you delete a case, consider whether suspending or archiving it would be enough. Deletion also affects all subprocesses of the case.

Related: Case list, Case detail, Events on a case.

Substitution and Vacation

Case variables, history and graph
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