Case list

The case list shows the cases you have created or are allowed to see. Open it from the left menu with the Cases item. A regular user has two tabs, Mine and All. An administrator also has a More menu with lists of suspended, shredded, error and archived cases.

No.ElementPurpose
1MineCases you own. These are usually cases you created yourself or that someone transferred to you. This tab opens by default.
2AllAll active and completed cases you are allowed to see: your own and other users' cases in which you are working or have worked on a task, and cases you have access to through a role or an organizational unit.
3With active taskQuick filter: only cases in which someone is currently working on a task (the In progress column is not empty). Click it again to clear the filter.
4Without active taskQuick filter: only cases in which no task is currently running, typically completed or waiting cases.
5FilterOpens a window for building a filter from multiple conditions. Quick filters for individual columns are in the row below the column headers.
6Case nameThe name the template gave the case, for example an order number. This is what you most often search cases by.
7TemplateThe name of the template header the case was created from, for example Purchase Order.
8Case ownerThe user the case belongs to.
9Case stateThe state set by the template as the case progresses, for example In process, In approval or Rejected. Its values differ from template to template.
10StatusThe technical status of the case: Active (the case is running) or Completed. You filter it by selecting from a list.
11Date createdWhen the case was created.
12In progressWhich tasks are currently running in the case and who is working on them. Empty for a completed case.
13EventOpens a window for triggering an event on the case, see the article Case events.
14More optionsThe row action menu. A regular user only has Detail in it; an administrator also has Suspend, Archive and Delete.
15Record countHow many cases match the filter. Use the arrows icon to reload the list.
16List toolsSwitching the view, selecting and ordering columns, and exporting the list to a file.
17AI filterA filter entered as a sentence. It is only displayed when artificial intelligence is enabled in the application.
18Full screenExpands the list across the whole window.

Open a case by double-clicking its row or by choosing Detail in the row menu. Hold Ctrl (Cmd on Mac) to open it in a new browser tab.

Row actions

A regular user only has Detail in the row menu. Next to the menu is the Event icon, which you can use to trigger an event on the case if the template offers one and you are allowed to trigger it.

On the Mine and All tabs, an administrator also has actions in the menu that change the state of the case:

ActionWho sees itPurpose
DetaileveryoneOpens the case detail.
EventeveryoneOpens a window for triggering an event. The list of events is empty if you are not allowed to trigger any on the case.
SuspendadministratorPauses the case. The case moves to the Suspended list and its tasks disappear from the task lists.
Archiveadministrator, only with archiving enabledMoves the case to the archive. The case disappears from the regular lists and you can find it in the Archived list.
DeleteadministratorDeletes the case after confirmation. A deleted case cannot be opened or restored.

The procedure and consequences of each action are described in the article Suspending, waking up, archiving and deleting a case.

Keyboard shortcuts for administrators
When you select a row in the list, the S key opens the suspend confirmation, A the archive confirmation (only with archiving enabled) and Delete the delete confirmation. In the Suspended list, S opens the wake-up confirmation; in the Archived list, A opens the unarchive confirmation.

More menu (administrator only)

An administrator has a More button to the right of the tabs. A regular user does not see it and cannot access these lists even via a direct URL.

ItemContentsRow actions
SuspendedCases that someone has suspended.Detail, Wake up, Delete
ShreddedCases whose data has been shredded.Detail, Delete
ErrorCases whose processing ended with an error, and cases that failed to start.Detail
ArchivedCases moved to the archive. The item is only displayed when archiving is enabled in Configuration (archivation.enabled).Detail, Unarchive

These lists have no Status column, because all cases in them have the same status. The other columns, filters and tools are the same as on the Mine and All tabs.

What you will not find in the list
Deleted cases are not displayed anywhere. Suspended and archived cases are not on the Mine or All tabs. Their owner will not see them until an administrator wakes them up or unarchives them.

Related: Creating a new case, Case detail, Suspending, waking up, archiving and deleting a case, Case events.

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