Statuses
The Statuses sub-tab manages the internal status labels that can be assigned to cases of this type. Statuses are shown on the case detail page and can be used to filter the case list.
Each status has a name, a color, and an optional retention period that determines when cases with that status are automatically deleted.
Statuses apply to all versions of the case type, not just the version you're currently viewing. Updating a status changes it everywhere the case type is used.
Configuring statuses
Expand Admin in the left sidebar
Click Cases under the Configuration section
Click a case definition to open it
Click the Case details tab, then the Statuses sub-tab
The list shows every configured status with its name, key, default visibility, retention period, and color. Drag a row by its handle to reorder statuses.
Creating a status
Click Create status
Fill in the status details:
Status name
Display name for the status. The Status key is generated from this automatically; click the pencil icon to edit it manually.
Label (Optional)
Alternate text shown instead of the status name, if needed
Color
Tag color used to display the status
Default visibility in case list
Whether cases with this status are shown in the case list by default
Set retention period
Enables the Retention period in days field
0 or higher
The case is automatically deleted this many days after reaching the status
-1 (default)
No retention period — the case is never automatically deleted for this status
Click Create
Editing or deleting a status
Click a row, or use its overflow menu (⋮), to Edit or Delete a status
Deleting a status requires confirmation:
Deleting a status cannot be undone. Cases already assigned that status keep it as an unrecognized value.
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