Full Case List

The Full Case List page shows you all cases you’re involved in. This page provides you with extended information on the cases, as well as advanced search and filter capabilities. You can reach the page by using the Cases link in the Axon Ivy Portal menu.

Hint

Depending on the roles you hold in the application and the configuration of the Axon Ivy Portal, you might see not only the cases you’re involved in but all cases.

On the top of the Full Case List page you see next to the heading Cases in brackets the overall number of cases shown to you. Below you find the filter feature. The usage will be explained in the HowTo’s further down this chapter. Finally, you see the list of cases.

For each case the following key information is shown in the list:

1. Name and Description

2. Case ID

3. Creator

4. Creation Date

5. Finished Date

6. Status

Furthermore, at the end of each row you find a set of key features in handling cases:

1. Detail

2. Actions for further actions

Finally, you have the possibility to access the full set of the case data by clinking the case Name/Description.

The case details are separated into 4 different sections:

1. Data and Description, you find various metadata concerning the case and description.

   

2. Related running tasks and cases, you find a list of all related running cases and tasks. Moving the mouse over the tasks shows you the state and the responsible user of the task. To show all related tasks see the HowTo below.

   

3. Histories, the Axon Ivy Portal adds notes here for state changes of the case. You may add additional notes which is described below.

   

4. Documents, you find an area for documents that were attached to the case. You may add or delete documents as described in the HowTo’s below.

   

HowTo: Use existing filter

Hint

If there are no public filters and you didn’t create any filters so far, there might be no filters available. In this case, you must create a filter first. This is described in detail in HowTo: Create new filter.

1. Click on the Save Filter dropdown menu.

2. Select the filter you want to use.

HowTo: Create new filter

1. Click on the button More to select one of the available filters. For a list of available filters, see Table 3: Case filter criteria.

2. Click on the newly added filter and configure it.

3. Add more filters by clicking on the button More again.

4. Drop filters by clicking on the icon next to the filter.

5. When finished, click on the button Save filter.

6. The dialog Save filter is opened.

7. Under Filter name, provide a recognizable name for the filter.

8. Under Filter visibility, you can select if the filter is only visible for you or shall be available to all users.

9. Save the filter by clicking the button Ok.

Case filter criteria

Criteria	Description
Created (from / to)	The filter lets you specify in which time period the case was created.
Creator	The filter lets you specify the user who created the case.
Description	The filter lets you search for keywords within the case description.
Finished (from / to)	The filter lets you specify in which time period the case was finished
State	The filter lets you specify the case state

Hint

1. You may also start the creation of a new filter by selecting an existing filter first, reconfiguring it and saving it.

2. Depending on your permissions you might only be allowed to save filters for yourself.

HowTo: Configure displayed cases in the Full Case List

1. To choose columns to display, click on Manage columns. Then you could choose displayed columns by checking the related checkboxes.

2. To sort data, click on the column header. To change sort direction, click on that column header one more time. Note that some columns do not support sorting.

HowTo: Move and Resize Widgets in Case Details

1. Open the case details of a case

2. Click on the Switch to Edit Mode button to drag, drop and resize widgets.

3. Click on the Save button to save current state of page and switch to readonly mode.

4. Click Reset button to reset to default configuration.

HowTo: Attach a document to the case

1. Open the case details of a case

2. Click the link Add document

3. The Add document dialog is opened

4. Upload a file by using the Select button or by simply dragging the file into the dialog.

5. Click the button Close to close the dialog

HowTo: Remove an attachment from the case

1. Open the case details of a task

2. Click on the button next to the attachment you want to remove.

3. A confirmation dialog is opened

4. Confirm the deletion with the button Delete

HowTo: Add a note to a case

1. Open the case details of a case

2. Click on the Add note link below the notes section.

3. The Add note dialog is opened.

4. Enter your note.

5. Confirm your note by clicking the button Save .

HowTo: Export a case history

1. Open the case details of a case

2. Click on the Show more link below the notes section

   

3. A new page with the case history is opened

4. You may export the history by clicking on the button Export to Excel

   

HowTo: Export Case List

You may export the Case List by clicking on the button Export to Excel.

HowTo: Manipulate related tasks inside case details

1. Open the case details of a case

2. Scroll to related tasks section

This section shows you the related tasks of this case.

Hint

Depending on the roles you hold in the application and the configuration of the Axon Ivy Portal, you might see not only the tasks belonging to you but all open tasks.

For each task the following key information is shown in the list, you can change it by click on Manage columns:

• Priority

• Name

• Description

• Responsible user or role

• Task ID

• Creation Date

• Expiry Date

• State

Furthermore, at the end of each row you find a side step menu of key features in handling tasks:

• Reset Task

• Delegate Task

• Reserve

• Destroy Task

• Add Ad-hoc Task

Finally, you have the possibility to access the full set of the task data by clicking on the row containing the task.

HowTo: Manipulate related cases inside case details

1. Open the case details

2. Scroll to related cases section (this section is shown if case has related case).

The following information is shown by default, you can change it by click on Manage columns:

• Name

• Description

• Case ID

• Creator

• Creation date

• Finished date

• State

• Category

Action column provides actions in handling case:

• Case details

• Business details

• Side step

Click on row will navigate to detail of related case. You can export the related case list by clicking on the button Export to Excel.