Case IQ Knowledge Base

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View or Restore a Cancelled Case

The Cancelled Cases page stores all cases that users have cancelled in their application (see Cancel a Case for details on how to cancel cases). Canceling a case removes it from the Cases grid but does not delete the data from the system. The case record can only be permanently deleted if it is purged (see Purge Records). However:

  • Cancelled cases are not visible in the application (excluding the Cancelled Cases page in Settings). 
  • Cancelled case data is not used in reporting. 
  • Child records cannot be added for cancelled cases. 

If you select a case row in the Cancelled Cases grid, you will load the case's page, where you will still be able to review the details of and edit the case. All page menu options will also be available, including restoring the case if it was closed in error. 

Restore a Cancelled Case

If the cancelled case is restored, it can be accessed by General Users again and will reappear on the Cases grid. Timestamps will be recorded on the Case’s History tab when a case is cancelled and restored, as well as the reason selected for each action. To restore a case:

  1. Select a row in the Cancelled Cases grid.
  2. Click the case's page menu and choose the “Restore Case” option. 
  3. Use the "Reason" dropdown to indicate why you are restoring the case. 
  4. Click the Save button.