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jhelblingjhelbling 

Can we clone the Case tab ?

Hi all,

 

Is it possible to clone a standard tab like the "Case" one ? If yes, is there any documentation related with that ?

 

Many thanks

aalbertaalbert

Can you elaborate on your use case or requirement? What are you trying to do? 

jhelblingjhelbling

We currently use the "Case" tab in order to manage Support's cases ... We would need a similar functionality for another department and I was wondering if there is a simple way of duplicating an object (or a complete tab) such as the "Case" one.

 

Thanks.

aalbertaalbert

That helps but why do you need a separate tab for the different department? You could create a new custom tab that points to the Case objects - but that is not all that helpful. Would different record types help to differentiate Support Cases from the other Department Cases? 

jhelblingjhelbling

The problem is that the other department doesn't need to have all the information related with the Support. Some fields would be the same ... but not all. The idea would have been to clone the Tab, and then remove from the page all objects not necessary for this department.

jhelblingjhelbling

Found some information related with Support Processes, Case Page Layout, Case Record Type and Case Assignment Rules which should help ...