Moving a Case to Folder

Users can create a Folder structure for better organization of Cases. To understand how to create and manage folders, click here.

Once a case has been created, it can be moved to an appropriate folder using the “Move to” action by doing a right click on the row of the case on the listing page. From the case details page, users can click Edit on the details section, change the folder and then click Save. Both options are shown below.

In case the folder structure is open, users can also drag and drop cases to another folder.

Move To Folders

Open

Open

If you move a case using “Move to” function from the cases listing, user is prompted to select a folder for the action (shown below). The drop-down shows the folder structure for cases. Once the new folder is selected, click “Ok” to move the case to the destination folder.

Drag and Drop To Folders

A success message appears once the move is done.