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- Go to 'Export Cases'
- Download "Open Cases"
- This will give you access to the unique Case Id which will be random and look something like "2fa35b2d-e685-408f-99d5-17e215598fa1"
- Once you have identified the cases you would like to close, delete all columns except for the case id.
- Add a "close" column, and complete each cell with the word 'yes'.
- Save your file as a .xls xls or .xlsx
Note: Please check that you have saved your workbook as a
- .xls or .xlsx file.
Note: Prepare a separate
- excel file for each "case type" you would like to update.
Note: Closing cases on import only works when you are Updating Existing Cases. It will not work when you are Creating New Cases. If you want to open and close cases using import, you have to do it in three steps: Create the new cases, Export the cases to get their case_id's, and then Update the cases with the "close" column as described below.
Specify the "case type" of the file you are importing.
Next, map this column to the "close" property of a case. This isn't a real property, so use the "Create a new property instead" option to enter it.
Now, once you finish the import, all cases with a "yes" in the mapped column will be closed.
To verify that your cases have been closed
Go to Reports > under the Inspect Data section > Case List. Run a report for the same case type you have uploaded. The report should show a Status column, and show closed for the relevant cases.