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In this documentation, you’ll understand:

Table of Contents

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Create Set from a Single Case

Step 1: To create a Set from a single Case, simply click on the Cases option in the top bar menu.

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Step 2: On the Cases page, right-click on the case for which you want to create a set and hit the Create Set option from the drop-down menu.

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Step 3: Once you click on the Create Set button, the Create Set modal window will appear on the screen with all the details of the source case. 

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Only those cases will be added to the set that have a status that is eligible to be added to the Set.

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Add a Single Case to

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an Existing Set

Step 1: To add a single case to set, all you need to do is click on the Cases option in the top bar menu.

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