DataDog · estherk15 · Aug 21, 2025 · Aug 19, 2025 · Aug 19, 2025 · Aug 19, 2025
@@ -38,6 +38,52 @@ To get notified when a new case is created, create a view:
 | PagerDuty       | Select a service. |
 | Webhooks        | Select the name of a webhook. |
 
+## Notification rules
+
+You can configure notification rules in your project settings to receive alerts for key case-related updates. To create a notification rule:
+
+1. Go to [**Project Settings**][1] and click on a project to expand its settings.
+1. In the expanded menu, click **Notifications**.
+1. Click **+ Create Rule** to add a notification rule.
+1. In the query field, enter a filter to scope notifications to specific cases. For example:
+   ```
+   priority:P1 OR priority:P2
+   ```
+   To receive notifications for **all cases**, leave the query blank.
+1. Select which conditions will send a notification. You can choose one or more of the following:
+   - Case creation
+   - Status transitions
+   - Priority changes
+   - Assignee changes
+   - New alert correlation (for event management cases)
+1. Choose a notification destination. Supported destinations include:
+   - Email
+   - Slack
+   - Microsoft Teams
+   - PagerDuty
+   - Webhook
+1. Click **Save** to activate the rule.
+
+## On-Call paging rules
+
+From cases, you can manually or automatically page users with [Datadog On-Call][4].
+
+To manually trigger a page:
+1. Open the case details.
+2. Click the **Page** button.
+
+To automatically trigger a page, configure automated paging rules in your project settings:
+1. Go to [**Project Settings**][1] and click on a project to expand its settings.
+1. In the expanded menu, click **Integrations** > **Datadog On-Call**.
+1. Toggle on **Automatically page cases to On-Call**. This opens the Paging Rule modal, where you can define your first rule.
+1. In the modal, enter a query. If a case matches the specified query at any point in its lifecycle, Datadog automatically pages the designated team.
+1. Choose which team to page:
+   - **Specific Team**: Select a particular team to always be paged when the rule is triggered.
+   - **Dynamic Team Selection**: Automatically page the team associated with the case through the `Team` attribute.
+1. Click **Add Rule**.
+1. View your rule on the Datadog On-Call settings page. You can return to this page to manage this configuration or add multiple rules by clicking **New Paging Rule**.
+1. (Optional) Toggle on the ability to automatically assign the case to the on-call user when a page is triggered.
+
 ## Third party tickets
 In Project Settings, you can manage membership, configure the auto-closing of cases, and set up third-party integrations like Jira and ServiceNow.
 
@@ -57,15 +103,15 @@ In Project Settings, you can manage membership, configure the auto-closing of ca
 1. For case status and priority, select which values they map to on the Jira side.
 1. Save changes.
 
-**Notes**: 
-- A case can only be synced with one external resource at a time, per project. To enable Jira syncing, ServiceNow automatic creation and syncing must be disabled. 
+**Notes**:
+- A case can only be synced with one external resource at a time, per project. To enable Jira syncing, ServiceNow automatic creation and syncing must be disabled.
 - Only cases using the core statuses of "Open", "In Progress" and "Closed" can sync with Jira.
-- Two-way syncing requires [webhook support][3].
+- Two-way syncing requires [webhook support][2].
 - Available for Jira Cloud, not Jira Data Center.
 {{% /collapse-content %}}
 
 {{% collapse-content title="ServiceNow Configuration" level="h4" expanded=false %}}
-1. Configure the ServiceNow integration by following the [ITOM and ITSM setup instructions][2].
+1. Configure the ServiceNow integration by following the [ITOM and ITSM setup instructions][3].
 1. In Case Management project settings, enable ServiceNow for manual ServiceNow incident creation from the project.
 1. Select a ServiceNow instance and assignment group.
 1. You can opt into the automatic creation of a ServiceNow incident for each case created in the project.
@@ -86,7 +132,7 @@ In Project Settings, you can manage membership, configure the auto-closing of ca
 
 Manual incident declaration during high event volumes can cause delays and increase risk exposure during critical situations. Incident auto-escalation from Cases allows you to automatically declare incidents when cases match your defined criteria, removing the need for manual intervention.
 
-Navigate to the [Project Settings page][4], click **Integrations** > **Datadog Incidents**, and toggle on **Auto-escalate cases to Incidents**. 
+Navigate to the [Project Settings page][1], click **Integrations** > **Datadog Incidents**, and toggle on **Auto-escalate cases to Incidents**.
 
 {{< img src="/service_management/case_management/notifications_integrations/case_auto_escalation.png" alt="Case Management settings page showing incident auto-escalation configuration" style="width:70%;" >}}
 
@@ -97,6 +143,6 @@ When enabled, any case that meets your specified query criteria (at any point in
 {{< partial name="whats-next/whats-next.html" >}}
 
 [1]: https://app.datadoghq.com/cases/settings
-[2]: /integrations/servicenow/#itom-and-itsm-setup
-[3]: /integrations/jira/#configure-a-jira-webhook
-[4]: https://app.datadoghq.com/cases/settings
+[2]: /integrations/jira/#configure-a-jira-webhook
+[3]: /integrations/servicenow/#itom-and-itsm-setup
+[4]: /service_management/on-call/
@@ -10,9 +10,9 @@ further_reading:
 
 {{< img src="/service_management/case_management/view_and_manage/view_and_manage_overview_cropped.png" alt="Case Management page showing view of all cases, option to select status, and view assigned members" style="width:100%;" >}}
 
-On the [Case Management page][1], cases can be sorted by creation date, status, or priority. By default, cases are sorted by creation date. 
+On the [Case Management page][1], cases can be sorted by creation date, status, or priority. By default, cases are sorted by creation date.
 
-To make bulk edits to cases within a project, use the checkboxes to select one or more cases. Then, use the drop-down menus to perform actions in bulk, such as status management, assignment, and archiving. When cases are moved to a different project, the cases are assigned a new case ID. The old case URL does not redirect to the new case. 
+To make bulk edits to cases within a project, use the checkboxes to select one or more cases. Then, use the drop-down menus to perform actions in bulk, such as status management, assignment, and archiving. When cases are moved to a different project, the cases are assigned a new case ID. The old case URL does not redirect to the new case.
 
 ## Keyboard shortcuts
 Use the following keyboard shortcuts for swift navigation:
@@ -36,13 +36,13 @@ Within a project, you can search for cases by:
 - **attribute key-value pairs**: For example, to find all cases created from Event Correlation patterns, search for `creation_source:Event Management`. For cases created from individual events, search for `creation_source:Event`.
 - **title**: Surround your search term with double quotes. For example, to find all of your cases containing the term "kubernetes pods" in the title, search for `"kubernetes pods."`
 
-To compose a more complex query, you can use the following case sensitive Boolean operators: `AND`, `OR`, and `-` (exclusion). For example, `priority:(P2 OR P3)` returns cases of either priority `P2` or `P3`. 
+To compose a more complex query, you can use the following case sensitive Boolean operators: `AND`, `OR`, and `-` (exclusion). For example, `priority:(P2 OR P3)` returns cases of either priority `P2` or `P3`.
 
 Additionally, you can search for cases across all projects using the search bar in the top left corner.
 
 ## Create a view
 
-A **view** is a saved query filter that allows you to scope a list of cases down to what's most relevant to you. Projects have default views for each of the statuses: open, in progress, closed, and archived. In addition, there are default views for cases assigned to you and created by you. 
+A **view** is a saved query filter that allows you to scope a list of cases down to what's most relevant to you. Projects have default views for each of the statuses: open, in progress, closed, and archived. In addition, there are default views for cases assigned to you and created by you.
 
 To create a custom view:
 1. Select **Add View** from within a project.
@@ -55,19 +55,19 @@ To create a custom view:
 
 {{< img src="/service_management/case_management/view_and_manage/case_details_overview.png" alt="Case detail view of an example case that was escalated" style="width:100%;" >}}
 
-The Case Details page acts as the single source of truth on what is going on with the investigation. Each case has the following properties: 
+The Case Details page acts as the single source of truth on what is going on with the investigation. Each case has the following properties:
 
 Status
-: All cases default to open upon creation. As you progress through the case, you can change it to in progress and closed. Type `S` to change the status of a case. 
+: All cases default to open upon creation. As you progress through the case, you can change it to in progress and closed. Type `S` to change the status of a case.
 
 Priority
-: By default, a priority is not defined. You can set the priority of the case to P1 - Critical, P2 - High, P3 - Medium, P4 - Low, P5 - Info. Type `P` to set the priority of a case. 
+: By default, a priority is not defined. You can set the priority of the case to P1 - Critical, P2 - High, P3 - Medium, P4 - Low, P5 - Info. Type `P` to set the priority of a case.
 
 Assignee
-: Unassigned by default. To assign it to a user, type `A`. To assign it to yourself, type `I`. 
+: Unassigned by default. To assign it to a user, type `A`. To assign it to yourself, type `I`.
 
 Attributes
-: Adding attributes allow for organization and filtering. By default, all cases have the following attributes: team, datacenters, services, environments, and versions. 
+: Adding attributes allow for organization and filtering. By default, all cases have the following attributes: team, datacenters, services, environments, and versions.
 
 Archiving
 : Archiving a case removes it from searches. Type `E` to archive a case.
@@ -81,19 +81,27 @@ Use Case Management to gather information, context, and resources to determine t
 
 From an individual case:
 - [Create an investigative notebook][3]: Gather investigation information and collaborate with your team members.
-- [Declare an incident][4]: Escalate a case to an incident and kick off your incident response process. 
-- Manually create a Jira issue: Use `Shift + J` to create a Jira issue. For more information on how to configure automatic Jira issue creation and bidirectional synchronization, see the [Settings][5] documentation. 
-- Manually create a ServiceNow incident: Use `Shift + N` to create a ServiceNow incident. 
-- [Meet on CoScreen][6]: Share screens for collaborative debugging 
+- [Declare an incident][4]: Escalate a case to an incident and kick off your incident response process.
+- Manually create a Jira issue: Use `Shift + J` to create a Jira issue. For more information on how to configure automatic Jira issue creation and bidirectional synchronization, see the [Settings][5] documentation.
+- Manually create a ServiceNow incident: Use `Shift + N` to create a ServiceNow incident.
+- [Meet on CoScreen][6]: Share screens for collaborative debugging.
 - Close out the case: Let the team know that no further action is needed. Update the status of the case to closed.
 
 ## Case Analytics
 
 {{< img src="/service_management/case_management/view_and_manage/view_and_manage_case_analytics.png" alt="Graph editor showing the cases options selected as a data source" style="width:100%;" >}}
 
-Case Analytics is a queryable data source for aggregated case statistics. You can query these analytics in a variety of graph widgets in both [Dashboards][7] and [Notebooks][3] to analyze team productivity and identify patterns in issues. 
+Case Analytics is a queryable data source for aggregated case statistics. You can query these analytics in a variety of graph widgets in both [Dashboards][7] and [Notebooks][3] to analyze team productivity and identify patterns in issues.
 
-The following widgets support Case Analytics: timeseries, top list, query value, table, tree map, pie chart, change, and list. 
+The following widgets support Case Analytics: timeseries, top list, query value, table, tree map, pie chart, change, and list.
+
+## Export
+
+You can export cases directly from a case details page:
+1. From an individual case, click the **More Options** icon at the top right of a case details page.
+1. Select **Export to PDF**.
+1. In the print dialog that appears, choose **Save as PDF** as your destination.
+1. Click **Save** to complete the export.
 
 ## Further Reading