Saving, Resuming, and Cancelling a Case Draft

The new-case wizard keeps a draft while you prepare a case. A draft is not yet an approved case.

Resume a draft

  1. Open Cases.
  2. Choose Draft Cases in the case group filter and check the status filter if needed.
  3. Find the draft and use its Resume Draft action.
  4. Review the saved information, complete the remaining wizard steps, and select Approve & Create Case on Review.

Leave the wizard safely

Use the wizard's exit controls and read the confirmation before leaving. Allow any save to finish. When returning, verify the information present in the draft, particularly after a connection problem.

Discard an unwanted draft

Use Cancel Draft in the wizard and review its confirmation. The Cases list also offers Delete Draft to authorized users; that action uses a permanent-deletion confirmation. Do not discard a draft that contains work you still need.

Avoid duplicate cases

If approval times out or the browser closes, refresh Cases and search for the case number before approving again or starting another case.