Under Consideration

Create a new case from My Stuff and load initial data

It would be great to have the possibility to create a new case from the My Stuff screen (action button) and have that new case shown to the user. Additionally, it would be even better if we could load some data from the item associated to the action button.

For example, we have several clients for which we can create new quotes. Those clients are all represented in a My Stuff screen and have a Create New Quote button attached to them. When creating a new quote for any of those clients, their data would be attached right away to the case so the user doesn't have to input it all over again. The binding could be done, for example, in a way similar to what is done for the document templates.