Purpose: To keep similar groups or cases in a single node on the Navigator.
Caution: Do not exceed more than 10,000 resources in a group.
Where: Navigator > Resources > Cases
To create a case group:
Right-click a group and select New Group.
In the Name text field, enter a name.
To rename a case group:
In the Name text field, rename the group.
Caution: Verify if this case group is referenced by other resources. For example, if a rule action is triggered to update a case in this group, make sure to update the URI to the renamed group.
To edit a case group:
Right-click a group and select Edit Group.
In the Group Editor, edit the Name and Description text field.
To move or copy a case group:
Navigate to a group and drag and drop it into another group.
Select Move to move the group, Copy to make a separate copy of the group, or Link to create a copy of the group that is linked to the original group.
If you select Move, the resource or resource group moves to the new location. If you select Copy, you create a separate copy of the resource or resource group that will not be affected when the original resource or resource group is edited. If you select Link, you create a copy that is linked to the original resource or resource group. Therefore, if you edit a linked item, whether the original or the copy, all links are also edited. When deleting linked items, you can either delete the selected item or all linked items.
To delete a case group:
Right-click a group and select Delete Group.
Click Yes to confirm.
Deleting a case group means all cases under the group are deleted. If you delete a linked group, the original group is also deleted.