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Adding a Create case step

Objective

Learn how to add a Create case step to a case in App Studio. You can customize the step to automate the creation and data population of cases in your application.

This task takes approximately 10 minutes to complete.

Procedure

  1. In the navigation panel, click Case types to open the Case Type Explorer.
  2. Open the case type to which you want to add a step that creates a new case.
  3. On the Workflow tab, click Life cycle if Optional actions is selected.
  4. Hover over a process in a stage and click +Step.
  5. In the palette that is displayed, click More > Automations to display a list of smart shapes.
  6. Click the Create case shape and review the description that is displayed.
  7. Click Select to add the smart shape to the step.
  8. From the Create the following case list, select an option:
    • Create new case type – Provide a name for the new case type when prompted. The new case type is displayed in this field.
    • The name of a case type in your application.
  9. Optional: To create more than one case, provide a list:
    1. Select the Create multiple cases using a list check box to create multiple cases of the case type you selected.
    2.  In the List field list, select a field group list. At run time, a case is created for each entry in the list
  10. Propagate data from the current case to the new case.
    1. Select the Transfer information to new case check box.
    2. In the Transfer information dialog box, select the check box next to a field to copy its value from the current case to the new case.
    3. Optional: To change which field stores the value in the new case, enter a field name in the To field.
    4. Click OK.
  11. Click Save.

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