Table of Contents

Creating cases


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Meet your business goals by creating cases that users of your application, such as customer service representatives (CSR) resolve to achieve a specific outcome. When you create a case, you ensure that CSRs can perform their work by collecting and processing information from customers.

To create a case, you use a case type, which is a template of one of your business processes. Case types consist of stages, processes, and steps, that the case worker completes to resolve the case.
Create case types that you can reuse for multiple business processes. For more information, see Creating a case type.
  1. In the header of App Studio, click the name of a case portal, for example, Case Manager.

  2. In the navigation panel, click New, and then select the case type that you want to use to create your new case.

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