Creating a New Case

To create a new case, such as a new order, click the New case button in the top left corner. The button is available from anywhere in the application. In the window, select the type of case you want to create, and TAS immediately opens the first task you need to fill in.

The Create New Case window

No.ElementPurpose
1StarAdds the selected case type to your favourites or removes it from them. A filled star means the type is already in your favourites. It is inactive until you select something.
2Case selectionList of case types you are allowed to create. Start typing to narrow the list. Click the cross to clear the selection.
3Create caseCreates a case of the selected type. It is inactive until you select something.
4CloseCloses the window without creating a case.
5CrossAlso closes the window without creating a case.

The text Select from cases in the empty field is only a hint. You are not selecting an existing case, but the type of the new case. Each item corresponds to one template header, for example Purchase Order. If the template has a description, it appears below the field once you select it.

The list contains only the types you are allowed to create. A type is offered when the template is active, its header is enabled, and you have a role or belong to an organisational unit (as a member or manager) that the template administrator has allowed to create cases. An administrator and a user with the Power user role see all active types.

Find a type faster
The list is often long. Type part of the name, for example “Purchase”, and select from the narrowed list. Add the types you create often to your favourites using the star. You can then create them with a single click from the favourites in the top bar.

When you open the window from an overview, it is prefilled with the case type the overview is based on, if you are allowed to create it.

Favourites

Click the empty star to open the window for adding to favourites. There you can edit the item name and confirm it. The item then appears in your favourites, and you can create a case of this type directly from there, without the Create New Case window. Click the filled star to remove the item from your favourites.

How to create a new case

  1. Click New case in the top left corner.
  2. Type part of the name in the field, for example “Purchase”.
  3. Select the case type, for example Purchase Order.
  4. Click Create case.
  5. TAS creates the case and opens the first task you need to handle in it. For an order, this is the Create new PO task with the order form.

The name of the new case is shown above the task form. Fill in the form and complete the task, or click Save to save it as a draft and return to it later. You can find the draft case in the case list on the My tab and its task in the task list.

When no task opens
If the template does not assign any task to you after the case is created, no task opens. TAS only reports that the new case has been created and refreshes the open lists. You can then find the case in the case list. If two or more tasks are created for you right after the case is created, the first one opens and the others wait for you in order.

If the case cannot be created, for example because someone has removed your permission in the meantime, TAS displays an error message and the case is not created.

Related: Case List, Case Detail, Favourites.

Overviews

Case Events
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