Configure Cloning Options on a Case Template

The Cloning panel allows administrators to define which of the specified data types are copied to a child case. These options are only applicable when the case template is selected as a child case.

PREREQUISITES: The Business Case security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click Permitting and click Case Templates.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. Select an existing template.
3. Select the information you want the child case to take when a case is cloned on the Cloning panel.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify your changes have been saved.