Thereforeâ„¢ Help

A right-click on a Case Definition opens a context menu.

Open Case Definition

Opens the case definition.

 

Open Case Definition for Copy

Opens the case definition as a copy. This is useful when creating a new case definition that is similar to an existing one.

 

Add New Category

Opens a New Category dialog for creating a category within this case definition.

 

Delete Case Definition

Delete the selected case definition.

 

Export...

Export the selected case definition as an XML file.

 

Properties...

Display the properties dialog for case definitions.

 

Security

View and edit role-based access for anything below this node.

Tutorials: Role-based access

 

Expanding a case definition displays the case categories, tree views and searches that belong to the case definition.