There may be times when a Value item should be added to multiple Cases. Neos allows an item or items from any list tab within a Case Folder to be copied to another Case or Cases using the Copy Feature. One or multiple Value entries can be copied while in list view.
NOTE: You must have Add permissions to Case > Value Tab.
To copy one or more Value entries from the Value Tab list view to another Case or Cases:
Use the checkboxes to select the desired Value item to be copied. The top checkbox can be used to select all Value items.
Click the three-dot menu above the grid and select the Copy to Other Case(s) option.
The Case Selection window will display containing a list of open Cases and any Companion Cases. Select the Case(s) to where you wish to copy the Value item(s). Alternatively, click the Search button at the bottom of the window to locate another Case in your Neos database.
Click the Save button to continue.
Confirm your selection on the following message box.
Click the Yes button to copy the selected Value item(s) from the current Case to the selected Case(s).
Click the No button to abort the Copy Value item(s) process and return to the Value Tab list view.
NOTE: User-defined fields that do not exist on the Case Type in which you are copying will prompt an additional warning message like the one below.
Click Yes to continue with the copy. Any data in the listed fields will not be copied to the selected cases.
Click No to abort the copy.
If the selected Value item(s) are locked from editing, the following warning will display and not allow you to proceed.
6. A success banner will display when the Yes button is clicked, and the copy process is complete.
