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1 | 1 | --- |
2 | 2 | title: Customization |
| 3 | +--- |
| 4 | +description: Customize Datadog Case Management with custom case types and attributes. |
| 5 | +--- |
| 6 | + |
| 7 | + |
3 | 8 | further_reading: |
4 | 9 | - link: "service_management/case_management/" |
5 | 10 | tag: "Documentation" |
@@ -29,15 +34,15 @@ Datadog provides five [built-in case types][1], each designed for common workflo |
29 | 34 | * Enable targeted automation |
30 | 35 | * Conduct more granular analytics and reporting |
31 | 36 |
|
32 | | -##### Create a custom case type |
| 37 | +### Create a custom case type |
33 | 38 |
|
34 | 39 | 1. Navigate to [**Settings > Shared Settings > Case Types**][2]. |
35 | 40 | 2. Click **+ Create Case Type**. |
36 | 41 | 3. Provide a **Name** and an optional **Description**. |
37 | 42 | 4. Save your new case type. |
38 | 43 | 5. (Optional) See the [custom attributes section](#custom-attributes) of this page to add custom attributes. |
39 | 44 |
|
40 | | -##### Enable a custom case type |
| 45 | +### Enable a custom case type |
41 | 46 |
|
42 | 47 | After you create a custom case type, you must explicitly assign it to each project where it should be available. Follow the steps below to enable your new case type within a specific Case Management project. |
43 | 48 |
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@@ -84,6 +89,29 @@ You can add attributes that reflect your team's specific needs, such as escalati |
84 | 89 | * Number |
85 | 90 | * Choose whether to allow multiple values for this attribute. |
86 | 91 |
|
| 92 | +## Custom statuses |
| 93 | + |
| 94 | +Case Management supports customizable case statuses. By default, cases move through Open, In Progress, and Closed. You can add additional statuses to represent reviews, handoffs, or other workflow steps. |
| 95 | + |
| 96 | +Custom statuses help you: |
| 97 | +- Standardize how work moves through each stage of a case lifecycle. |
| 98 | +- Reflect reviews, handoffs, and intermediate states. |
| 99 | +- Improve reporting and automation by aligning statuses with your processes. |
| 100 | + |
| 101 | +### Create a custom status |
| 102 | + |
| 103 | +1. Navigate to [**Settings > Shared Settings > Case Types**][2]. |
| 104 | +2. Select the case type you want to update. |
| 105 | +3. Scroll to the **Statuses** section. |
| 106 | +4. Add a new status under one of the three existing status groups: **Open, In-Progress,** or **Closed**. |
| 107 | +5. (Optional) Set a new **default status** for each status group. Default Statuses are used in automations as the preferred statuses for the group when exact status names are not provided. |
| 108 | + |
| 109 | +<!-- \[Screenshot here\] --> |
| 110 | + |
| 111 | +* Each status group (`Open`, `In-Progress`, `Closed`) must contain at least one status. |
| 112 | +* You can delete an existing status, but you must first migrate any cases currently using that status to another status in the same group. |
| 113 | +* Custom statuses behave exactly the same as Datadog's built-in statuses. |
| 114 | + |
87 | 115 | ## Further reading |
88 | 116 |
|
89 | 117 | {{< partial name="whats-next/whats-next.html" >}} |
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