Moving cases

You can reassign cases in one workspace to another workspace through the Workflow links.

To move a case:

  1. From an open Case, in the Action Center, under Workflow, expand More. Additional Workflow links are displayed.

  2. Click Move Case.

    The Move Case dialog opens.

  3. In Workspace, select a new workspace. You can type a partial name and the list jumps to the matching names.

  4. Click Ok.

Note:   If you move a client service case with a Discussion Thread from one workspace to another workspace, the system moves the existing discussion messages, open thread, and recipients to the new workspace.