Is there a way to merge two cases into one?

AJ1 · ‎03-17-2020

If we find that there are duplicate cases, we are just copying / pasting notes as needed from one case to another and then cancelling one of the cases. However, if there is a way to merge cases, that would be ideal.

michaelj_sherid · ‎03-17-2020

Hi AJ,

Currently this is not an out of the box feature. Any workflow being built would have to contain the logic to do some sort of reconciliation to be sure the correct data is merged if data was to be written over conditionally.

What are the details of the use case where you would merge 2 cases into one?

Regards,

Mike

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jeanninebon · Friday

It's been about 2 years since the last update on this. We're about to go-live with HRSD. Any chance basic merge functionality has been built? It doesn't look like it from all of our research.

michaelj_sherid · Friday

@jeanninebon Unfortunately this is not an OOtB function in HRSD.

Regards,

Mike