There may be times when a User Defined entry should be added to multiple Cases. Neos allows single or multiple items from the User Defined List/Entry Tabs (1-5) to be copied to another Case or Cases using the Copy feature in the list view.
To copy one or more user defined items from the User Defined List/Entry Tab (1-5) list view to another Case or Cases:
Use the check boxes to select the User Defined item(s) to be copied.
Click the Bulk Actions menu and select the Copy to Other Case(s) option.
The Case Selection window will display containing a list of Companion Cases.
Select the Case(s) for where you wish to copy the User Defined item(s). Alternatively, click the Search button at the bottom to locate another Case in your Neos database.
NOTE: If an Intake is selected, the copied items will not be visible until the Intake is made into a Case. Items copied from the Documents and Notes Tabs will display in the selected Intake immediately.
Click the Save button to continue.
Confirm your selection on the following message box.
Click the Yes button to copy the User Defined item(s) to the selected Case(s).
Click the No button to abort the Copy item(s) process and return to the User Defined Tab list view.
7. If any of the user defined fields on the entry you wish to copy do not exist on the Case Type of the selected Case, the following message will display. Data in the listed fields will not be copied to the selected Case(s).
• Click Yes to continue with the copy and only copy field data to fields that exist in the case(s) you are copying to.
• Click No to abort the copy process.
8. A success banner will display when the Yes button is clicked and the Copy item(s) process is complete.
