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Status Planned
Workspace Case Management
Created by Kaylan Johnson
Created on Mar 11, 2021

Keep At-Need Conversion Date When Pre-Need Unselected

Users have the option to un-check Pre-Need case type in the Case Information sidebar after selecting the At-Need case type. However, this removes the At-Need Conversion Date from the Case Information sidebar, leaving no way to tell it originated as a Pre-Need case and also removing a filter ability for reporting and Case Listing.


Change Request: keep the At-Need Conversion Date even if Pre-Need case type is unselected, which will maintain the integrity of the Pre-Need to At-Need Cases system report specifically.

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