Adding Cases

To create a case:

  1. In Navigation View, click the Nodes button.

  2. Click the Cases folder.

  1. Click the New button on the Main toolbar:

    |

  1. Click theCase in this Folder option.

OR

To add a new case under an existing case, click the parent case in List View—on the Project menu, click New Case.

The New Case dialog box is displayed.

  1. Enter a name in the Name field.

  2. If required, enter a description of the case in the Description field.

  3. If required, enter an alternate name for the case in the Nickname field. You can use this name as a quick way to code content at the case. Nicknames must be unique within the node system.

  4. Click the Attribute Values tab to assign attribute values to the case. Refer to Assigning Attributes to Cases for more information.

  1. Click OK.

Right-click:

  1. Right-click in List View.

  2. Click the New Case option.

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