Create and edit licence cases

Edit licence application case details

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Change permitted case fields without assuming the status changes.

Audience: CRM staffPermission: Create or Edit Licence ApplicationsModule v1.0.0

Jump to steps

Where to goAdmin Area → Licence Applications → Case → Edit

Before you start

Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
Verify module activation and the stated permission before attempting the action.
Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide helps you do

Change permitted case fields without assuming the status changes. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Go to the case.
Select Edit.
Change the required details.
Save.
Reopen and verify the update notification/audit.

Fields and options

PermissionEdit

Status handlingUse Update Status separately

Category/help-centre/category/licence-applications/

Topic/help-centre/topic/licence-applications-create-edit/

Rules and limits

The supplied case form and model apply this behaviour.

Check it worked

Edit licence application case details completes through the supplied module flow.
Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

Use the least-privilege account that has the stated permission.
Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.

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