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Manage case templates#

About Case templates#

A case template auto-populates fields when a new case is being created. A user can create templates to simplify the process of creating tasks and cases by populating fields automatically.

A user can add, edit, delete, import and export case templates in addition to managing views and filters.

add case templates

The case templates tab, shows a list of cases and corresponding case details such as display name, name, details, created/updated dates. Each case entry on the list can be edited, exported and deleted. A user can add new case templates and can import case templates.

case templates

Add a case template#

To Add a case template:

  1. Click the + , to Add a case template.

add case templates

A new window opens.

  1. Enter the case title prefix in the Prefix.
  2. Enter the case template Name.
  3. Enter the case template Display Name.
  4. Select TLP, (White/Green/Amber/Red).
  5. Select PAP, (White/Green/Amber/Red).
  6. Select Severity, (Low/Medium/High/Critical).
  7. Click + to add Tags. (Refer to Add tags).
  8. Enter the case description in the Description.
  9. Click + to Add Tasks. (Refer to Add tasks).
  10. Click + to Add Custom Fields. (Refer to Add custom field values).
  11. Click the Confirm case template creation button.

adding a case templates

Edit a case template#

To Edit a case template:

edit case templates

  1. Click the Edit option from the list.

A new window opens.

  1. Edit the required fields.
  2. Click the Confirm case template edition button.

edit case templates

Delete a case template#

To Delete a case template:

  1. Click the Delete option from the list.

delete case templates

A new message pops-up.

  1. Click OK to delete the case template from the list.

delete case templates

Import a case template#

To Import a case template:

import case templates

  1. Click the Import Case Template option.

A new window opens.

  1. Click the Drop file or Click option in attachment.
  2. Click the Confirm button.

NOTE: The file must be a valid JSON file. You can use the exported case template directly from theHive platform.

import case templates

Export a case template#

To Export a case template:

  1. Click the Export Case Template option.
  2. A file is downloaded, that can be exported/sent.

export case templates