Naming a case (Admin)

As an admin, you can set the conditions by which Chronicle will know what name to give a case.
In this screen are five fields – Chronicle matches each case with the first field name. If there is no match, Chronicle moves to the next field.

namingacase1

To add a case name:

  1. Navigate to Settings > Case Data > Case Name.
  2. Place your cursor in the square brackets.
  3. You can choose to enter a fixed text or alternately, click on the brackets on the right of the field. The Insert Placeholder dialog box opens.
  4. Select from the Alert, Case, Event or Dynamic Environment Parameters menus. Once selected, the field is automatically updated.
    namingacase2
  5. Repeat as required.