Case template administration

Users with the "Can edit case templates" privilege can create and edit case templates in the "Case templates" window. Click on Case Templates on the "Settings" ribbon in the main window to open the window.

Figure 1. The "Case templates" menu item in the "Templates" menu group

In the "Case templates" window, it is possible to create, edit, and delete case templates as well as import or export them to and from F2. The window provides an overview of existing case templates, which can be sorted by columns.

Figure 2. The "Case templates" window

Functions in the "Case templates" window

The "Case templates" window contain menu items for working with case templates.

Figure 3. Functions in the ribbon of the "Case templates" window

The functions are described in the table below.

Function	Description
New	Create a new case template.
Edit	Edit a case template. Opens the "Edit case template" window from which you can edit the same fields as in the "New case template" window.
Copy	Copy a case template. First, enter a title for the new case template. The "Edit case template" window then opens from which you can edit the copied case template before saving. The "Edit case template" window contains the same fields as the "New case template" window.
Delete	Delete the case template.
Export all	Open a drop-down menu where you can choose between: "Export all" to export all case templates in the window to a location outside of F2. "Export selected" to export the case templates you have selected to a location outside of F2. Each case template is exported as a configuration file.
Import	Import one or more case templates from a location outside of F2. If you are importing a case template whose title is already in use, you must enter a new title before it can be imported to F2.

Function

Description

New

Create a new case template.

Edit

Edit a case template. Opens the "Edit case template" window from which you can edit the same fields as in the "New case template" window.

Copy

Copy a case template. First, enter a title for the new case template. The "Edit case template" window then opens from which you can edit the copied case template before saving. The "Edit case template" window contains the same fields as the "New case template" window.

Delete

Delete the case template.

Export all

Open a drop-down menu where you can choose between:

"Export all" to export all case templates in the window to a location outside of F2.
"Export selected" to export the case templates you have selected to a location outside of F2.

Each case template is exported as a configuration file.

Import

Import one or more case templates from a location outside of F2.

If you are importing a case template whose title is already in use, you must enter a new title before it can be imported to F2.

Columns in the "Case templates" window

The following columns are available in the "Case templates" window. Below each column header is a field that you can use to filter the list of case templates.

Column	Description
Name	The case template’s name.
Units	Units attached to the case template, if any.
Created	When the case template was created.
Created by	The name of the user who created the case template.
Last updated	When the case template was edited last.
Last updated by	The name of the user who last edited the case template.

Column

Description

Name

The case template’s name.

Units

Units attached to the case template, if any.

Created

When the case template was created.

Created by

The name of the user who created the case template.

Last updated

When the case template was edited last.

Last updated by

The name of the user who last edited the case template.