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Enabling case agents to reopen a case


In BMC Helix Business Workflows, a case business analyst can enable a case to be reopened for a certain number of days after the case is resolved for a particular line of business.

A case agent might need to reopen the case for multiple reasons, including a reopen request from the requester. Only case agents with write access to the case can reopen the case. When a case is reopened, notifications are sent to the case assignee and the requester.

Important

Case agents cannot reopen a case that is cancelled.

To enable the option to reopen cases

  1. Log in to BMC Helix Business Workflows.
  2. Select Line of Business > Manage Line of Business.
  3. On the Application Configurations tab, click CASE_REOPEN_TIMELINE_IN_DAYS.
  4. On the Edit configuration page, enable the reopening of cases by selecting 2102_ToggleIcon.jpg.
  5. From the Configuration Value drop-down list, select the number of days during which a case can be reopened after it is resolved.
    The default value is 5. You can select from the range of 1-90.
  6. To apply the setting for all templates, select 2102_ToggleIcon.jpg for Apply change to all case templates in the line of business.
  7. Click Save.

To enable the option to reopen a case in a case template 

  1. Log in to BMC Helix Business Workflows.
  2. Click My Applications Settings Settings icon.png.
  3. Select Case Management > Templates.
  4. From the Case Templates page, open the required template. 

    Important

    To modify a template, it must be in Draft or Inactive status.

  5. Click Edit.
  6. In the Allow Case Reopen field, select Yes.
  7. In the Reopen Timeline Days field, enter the number of days during which the case can be reopened after it is resolved.
  8. Save the template.
    A case agent can now reopen any case created by using this template, but only during the time period defined in the configuration. 

Related topics

Reopening-cases

Creating case and task templates

 

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