Update case attributes

Update case fields to keep investigation details accurate.

When you start reviewing a case, you can update the case title and description, assign the case, and star a case.

Assign a case

You can assign or reassign a case by clicking on the assigned field.

If the case contains unassigned issues, or the issues are not assigned to the case assignee, a dialog opens with options for assigning the issues.

Update the case title and description

A case title and description is automatically generated for each case. In addition, AI-generated case summaries are automatically generated when you open a case to provide case context.

You can manually update the saved case description, as required.

1. Select a case and open the Actions menu.
2. Select Edit case details.
3. Update the values in the Case title and Case description fields.

   The defined values are shown in the Case Name and Case Description columns in the Table view, and saved to the cases dataset. The case title is also shown the list of cases in the Split view.

   These values do not replace the AI-generated case title and summary. If the Summarize with AI toggle is enabled, AI-generated case summaries are automatically generated when you open a case. For more information about how Cortex Cloud generates case titles and descriptions, see AI-generated case summaries.
4. Save your changes.

Star or un-star a case

You can manually star or un-star a case:

1. Go to Cases & Issues → Cases and select the case that you want to star.
2. Depending on the selected view, take the following action:

   • In the Split view, open the Actions menu and select Edit case details. Switch the toggle to star or un-star the case.
   • In the Table view, select one or more cases and right-click. Select whether to star or un-star the cases.