CU Boulder Human Resources
Knowledgebase
Merging Cases
You are able to merge two Leave cases together, and you can identify the “principal” case that maintains the case number/etc.
To merge two cases together, follow these steps:
Open both cases
This will force the cases to show up in your Recently Viewed List View in Step 4.Delete Primary Employee/Contact of non-principal case
Cases can only have one Primary Employee/Contact, so you have to delete one to prevent an error when merging the cases.Open your Recently Viewed Case List View
Click on the Cases tab
In the drop-down, select the Recently Viewed list view
Select Cases and Click Merge Cases
Tip: The first case you select will show up as the “Principal” case in the next step.
Select Correct Field Values and Click Next
Your cases will now be merged. You can confirm this by looking at the activity feed on the case.