> For the complete documentation index, see [llms.txt](https://docs.enate.net/enate-help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.enate.net/enate-help/builder/builder-2021.1/case-configuration/creating-a-new-case-process.md). # Creating a New Case Process {% embed url="" %} To create a brand new Case process, click the '+' icon in a blank Case cell on the Service Matrix screen. You will be taken to a blank Case Screen and be met with the ‘Case Clone’ pop-up. Here you have two options. You can either choose to clone the settings from an existing Case or you can choose to create a Case from scratch. If you want to create a Case from scratch, simply click away from the pop-up. This will leave your new Case screen blank and you can start adding our Actions and settings as desired. If you want to clone the settings from an existing Case, select a Case from the ‘Case Clone’ pop-up whose settings you want to copy to your new Case.
Processes from a different [Case type](/enate-help/builder/builder-2021.1/service-lines-screen/creating-new-case-types-in-a-service-line.md) will be highlighted in grey with a yellow border. The 'Same Process Types Only' option lets you filter down the available processes to only show processes from the same Case type. It is disabled by default. The 'Exclude Local Checklist' option lets you exclude local checklists from the original Case being cloned to your new Case. You can find out more about [local checklists](/enate-help/builder/builder-2021.1/case-configuration/adding-actions-to-a-case/checklists-on-actions.md) here. You can also filter the processes by customer, contract and service. Contract options will be based the customer selection and the service options will be based on the customer and contract selections.
Once you have selected a Case, the settings from that existing Case will be cloned into your new Case's screen. From here you can adjust the Actions and settings as desired. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.enate.net/enate-help/builder/builder-2021.1/case-configuration/creating-a-new-case-process.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.