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Step 2: On the Cases page, right-click on the case that you want to copy and hit the Copy option from the drop-down menu.
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Users can also copy the case from the Case detail page. |
Step 3: Once you click on the Copy button, the Create Case modal window will appear on the screen with all the details of the source case.
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Create Case: Clicking on the Create Case button will create the case and the user will be returned to the page from where the Copy was clicked (cases grid or case details page).
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Add Steps: Clicking on the Add Steps button will show the Steps screen with steps from the source case already populated. Users can change the order of the steps, update (add, edit, delete) the steps or simply click ‘Save Steps’ to re-use the steps as-is.
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