Case State Changes: Auto-fill lifecycle fields

Automatically fill in a Case’s resolved by, resolved date as well as the rest of the lifecycle fields when the state is updated.

Specification: Clarizen Apps, Core Apps

Categories: IT, Marketing, Professional Services, Project Management, Research and Development

Capabilities: Issue Cases and Bug Management

About This App

Automatically fill in a Case’s resolved by, resolved date as well as the rest of the lifecycle fields when the state is updated.

Workflow Rules List

Entity Rule Name Description
All Case Types Fill Resolution Life Cycle Fields Automatically The following workflow rule feeds in automatically the life cycle fields (resolved by, resolved date) when state was changed to Resolved
All Case Types Fill in Opened By life cycle fields automatically The following workflow rule feeds in automatically the Opened By & Opened Date when state is updated to Opened
All Case Types Automatically fill in Reopen life cycle fields The following workflow rule feeds in automatically the Reopened By & Reopen Date when state is updated to Opened from any other state rather than submitted
All Case Types Fill in close life cycle fields automatically The following workflow rule feeds in automatically the Closed By & Closed Date when state is updated to Closed
All Case Types Fill in automatically reject life cycle fields The following workflow rule feeds in automatically the Rejected By & Reject Date when state is updated to Opened
All Case Types Fill in automatically defer life cycle fields The following workflow rule feeds in automatically the Deferred By & Defer Date when state is updated to Opened