Full Case List

The Full Case List page shows you all cases you are involved in. This page provides you with extended information on the cases as well as advanced search and filter capabilities. You can reach the page by selecting case-icon Cases in the Axon Ivy Portal menu.


Grant permission 🔑AccessFullCaseList if case-icon Cases is not visible.


The set of cases you see in the Portal depends on the roles you hold in both the application and the Axon Ivy Portal. Administrators (having role AXONIVY_PORTAL_ADMIN) see all cases.


On the top of the Full Case List page, next to the heading Cases, you see the overall number of cases shown to you, in brackets. Below, you find the filter feature. Their usage will be explained below in the HowTo’s section. Finally, you see the list of cases.

For each case, the list shows the following key information:

  1. Name and Description

  2. Case ID

  3. Creator

  4. Creation Date

  5. Finished Date

  6. Status

  7. Category

  8. Application (This column is not displayed by default)


At the end of each row you find a set of key features to handle cases:

  1. Detail

  2. Actions for further actions

To access the full set of case data, click on the case Name/Description.


The case details are separated into four different sections:

  1. Data and Description: Contain various metadata of the case and its description.


  2. Related running tasks and cases: Contains a list of all related running cases and tasks. Moving the mouse over a task shows you both state and responsible user. To show all related tasks see the HowTo below.


  3. Histories: The Axon Ivy Portal adds notes here for state changes of the case. You may add your own notes as described below.


  4. Documents: Here, documents attached to the case are listed. You may add or delete documents as described in the HowTo’s below.


HowTo: Use Existing Filter


If there are no public filters and you didn’t create any filters so far, there might be no filters available. In this case, you have to create a filter first. This is described in detail in HowTo: Create New Filter.

  1. Click on the Save Filter dropdown menu.

  2. Select the filter you want to use.

HowTo: Create New Filter

  1. Click on More to select one of the available filters. For a list of available filters, see Table 3: Case filter criteria.

  2. Click on the newly added filter and configure it.

  3. Add more filters by clicking on More again.

  4. Drop filters by clicking on delete-circle-icon next to the filter.

  5. When finished, click on Save filter.

  6. The dialog Save filter is opened.

  7. In Filter name, provide a descriptive name for the filter.

  8. In Filter visibility, define if the filter is only visible to you or to all users.

  9. Save the filter by clicking Ok.


Case filter criteria




Specify the ID of the case


Specify the case name

Created (from / to)

Specify the period in which the case has been created.


Specify the user who has created the case.


Search for keywords within the case description.

Finished (from / to)

Specify the period in which the case has been finished.


Specify the case state


This filter lets you select the application


  1. You can create a new filter by selecting an existing filter, reconfiguring it, and saving it.

  2. Only users with the admin role AXONIVY_PORTAL_ADMIN can save the filter for all users.

HowTo: Configure Displayed Cases in the Full Case List

  1. To choose columns to display, click on Manage columns. Select columns to display by checking the related checkboxes.

  2. To sort data, click on the column header. To change sort direction, click on that column header one more time. Note that some columns do not support sorting.

HowTo: Move and Resize Widgets in Case Details

  1. Open the case details

  2. Click on the Switch to Edit Mode button to drag, drop and resize widgets.


  1. Click on the Save button to save the current state of the page and switch to read-only mode.


  1. Click the Reset button to reset the widget to its default configuration.


HowTo: Attach a Document to the Case

  1. Open the case details

  2. Click add-icon Add document

  3. The Add document dialog is opened

  4. To upload a file, click Select or simply drag the file into the dialog.

  5. Click Close close the dialog



Grant either permission 🔑DocumentOfInvolvedCaseWrite or 🔑DocumentWrite to allow a user to write case documents.

HowTo: Remove an Attachment from the Case

  1. Open the case details

  2. Click on the delete-icon button next to the attachment you want to remove.

  3. A confirmation dialog is opened

  4. Click Delete to remove the attachment



Grant either permission 🔑DocumentOfInvolvedCaseWrite or 🔑DocumentWrite to allow a user to delete attachments from a case.

HowTo: Add a Note to a Case

  1. Open the case details

  2. Click on the add-icon Add note link below the notes section.

  3. The Add note dialog is opened.

  4. Enter your note.

  5. To save your note, click Save.



Notes of a technical case are displayed on the Notes table of the case, and its tasks.

Visibility rule for notes of business case:

  • Displayed in the History table of the case details and its direct tasks

  • Displayed in the History table of its technical case details.

  • Not displayed in the Notes table of tasks belong to technical case.

Grant permission 🔑TaskCaseAddNote to allow a user to add a note to a case.

HowTo: Export a Case History

  1. Open the case details

  2. Click on show-more-icon Show more below the notes section


  3. A page containing the case history is opened

  4. To export the case history, click on Export to Excel


HowTo: Export Case List

To export the Case List, click on Export to Excel.


HowTo: Show Process Viewer

Portal provides a visual representation of the process flow of the current case or task. To open the viewer, select Process Viewer in the Action menu.
You find this option on the following pages:
  • Case details

  • Task details

  • Full case list

  • Full task list

  1. Click on Action

  2. Click on Process Viewer

  3. Portal opens a new browser tab. You see the process viewer.


HowTo: Share Case Details

  1. Open the case details

  2. Click on the share button share-icon



Grant permission 🔑ShareCaseDetailsLink to allow a user to share case details.