Create Case

You can create new cases from available workflows when you are logged into the application. You can also create a new case from an external website without logging in when the site includes the appropriate form.

Note: Administrators configure the way a case creation form appears and the information required to create a case. Different workflows may have different layouts. 

To create a case from within Workflow:

  1. Click + on the top navigation bar and select a workflow for which you want to create a case. 
  2. Complete the fields on the form.
    Required fields as marked with an asterisk (*).
  3. Click Submit.
    The Case Details page opens, showing all available actions for the case. 

After the case is created, you can view it in the Open Cases I Created panel on your Home page (when available), or you can search for the case using Find Cases