Add a Data Group

You can add a data group from the Data Group panel on the case summary page or from the Case Data page.

  1. Open a case and navigate to the Data Group panel.
  2. Click Add record to open the Data Group Add panel.

NOTE: The administrator can add an option for multi-select values on data groups. A warning, red triangle with a white exclamation point, is shown if the field is required. When the required field is completed, a green circle with a white check box displays by the data group.

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

  1. Select the data group.
  2. Click Add to add the data group to the case.

The data group is added to the case.

  1. Open a case.
  2. From the activity toolbar, click Case Data to open the Case Data page.

  1. At the bottom of the page, click Add Data Group to open the Data Group Add panel.

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

  1. Select the data group.
  2. Click Add to add the data group to the case.

The data group is added to the case.