Absolutely, you have the ability to switch from your current procedure to another. However, there are certain conditions to be aware of when making this transition:
Creating a Case or Converting a Ticket: Without a Procedure
If you're creating a case or transforming a ticket into a case without attaching any procedure, here's the scoop:
You can add a regular procedure and generate items within it.
You can't add sequential procedure. Sequential procedures can only be added during the ticket conversion process, and only if assigned there.
Shifting from Regular to Regular Procedure
In this scenario, you're good to go. When switching from one regular procedure to another:
All items from the previous regular procedure stay connected to your case modules.
New items from the new regular procedure are also seamlessly incorporated into your case modules.
Transitioning from Regular to Sequential Procedure
Here's the deal: You can't do it. Sequential procedures have specific requirements with their sequential tasks that might not match when items are already present in your modules.
Changing from Sequential to Regular Procedure
In this case, you're in luck! However, there are a few conditions to note:
All items within the sequential procedure remain within your case modules.
You won't be able to switch back to a sequential procedure.
Your case will no longer appear on the sequential procedure page. It becomes detached from that section.
Switching Sequential Procedures: Not an Option
When using a sequential procedure, switching to another sequential procedure isn't supported. Once you're in the realm of sequential procedures, you won't be presented with a list of sequential procedures to choose from.
Remember, understanding these conditions empowers you to make informed decisions about changing procedures. Each scenario offers a unique set of possibilities and limitations, ensuring a streamlined approach to your workflow.
Navigating the world of procedure changes requires a solid understanding of the options at hand. By grasping these conditions, you're equipped to optimize your workflow according to your needs. Embrace the flexibility and possibilities that come with procedure transitions!