This article describes the process for changing a Case Type of a saved Case. The Case Type can now be changed from any tab within a Case.
NOTE: You must have at least Enabled permissions to the Case and Special Permissions > Change Case Type.
To change the Case Type of a saved Case:
From within any Case Folder tab, click the meatball menu on the upper right.
Select the Change Case Type option.
On the Case Type Selection window, choose a new Case Type and click the Save button.
A change in Case Type will trigger additional questions relating to existing data on the Case Checklist, User Defined Data, and Primary Staff. Select the desired options and click the Save button.
Case Checklist – Choose what to do with existing Checklist items that reference the former Case Type.
Delete All Checklist Items
Keep Current Checklist (retains current state of Checklist items) – NOTE: If the same checklist item(s) exist in the Case Type you are changing TO, Neos will insert the item(s) upon Save, resulting in duplicate checklist items.
User Defined Data – Choose what to do with User Defined Data that references the former Case Type.
Retain All Possible Data (data in user defined fields that do not exist in the new case type will be deleted)
Delete All User Defined Data
Primary Staff – Choose the Primary Staff of the Case as it relates to the new Case Type. The current primary staff is listed by default.
Warning: User Defined Data will only transfer into User Defined Fields in the Case Type that you are changing to that are identical to the fields in the Case Type you are changing from. It is recommended that you verify that your user defined screens are set up correctly within the Case Type you are changing to before proceeding.
5. Review your selections from the previous window.
Click the Yes button to proceed.
Click the No button to return to the previous window to adjust selections.
Click the Cancel button to abort the Change Case Type process.
6. A confirmation banner will display when the change is complete.
