Change case group and child case group
You can change the case group and child case group for an open case by using the Change button in the ribbon. Child case groups can only be changed if they have been defined and set up for the case group you are changing the case to.
You cannot change the case group or child case group for multiple cases in lists.
Case numbers
When you change the case group and/or child case group on a case, the case number will also be updated if the case group or child case group is included in the case number format. The old case number will be discarded and cannot be reused. Due to this update of the case number, changing the case groups is not recommended if the case numbering includes the case group and/or child case group.
Case group default values
Default values defined in the classification scheme for the new case group will not be applied and existing values in the case are retained instead.
To change a case group
To change a case group:
- Locate and open the case you want to change the case group and/or child case group to.
- On the case detail tab page, click
Change > Case group to open the Edit case groups form. - In the Edit case groups form > Case group field, select the new case group.
- (if you also want to change the child group) In the Edit case groups form > Child case group field, select the new child case group.
- Click OK and in the Confirm dialog, click Yes to save your changes and close the form.
See Also