For the complete documentation index, see llms.txt. This page is also available as Markdown.

How to update a case status

You can update the case status either from the individual case page or from the Cases table.

Finalized case status can be applied only from the individual case page to prevent unintended case completion.

On the individual case page

1

Open the case page.

2

In the top bar, select the dropdown () icon next to the current case status.

3

Select the new status you want to apply.


In the Cases table

1

Open the Cases tab.

2

In the Cases table, locate the relevant case row and select the case status.

3

From the dropdown menu, select the new status.

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Case status

Overview of case status behavior, history, and related workflows.

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Case statuses in a case lifecycle

Review status transitions, control types, and the reference status list.

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Case progress indicator (v100.40.0+)

Understand progress indicator states for cases in processing or failure states.

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Case status management

Create custom statuses and reorder them for your organization.

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