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Creating a child case type

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Create child case types to ensure that users of your application address all elements of a complex business process before resolving the case. When you supplement your business processes with child case types, you create dependencies that these case types represent.

For example, you can create a case type that represents the review of an accident claim, and then supplement the process with child case types that visualize the estimating of vehicle damage and injuries. To resolve the Accident Claim case, a worker resolves the Vehicle Damage and Injury cases first. Different workers can handle each child case in parallel to resolve cases more efficiently.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. In the process in which you want to add a child case type, click Add step to the process More Automations Create case , and then click Select.

  3. In the Create case field, enter the name of the child case type.

  4. On the Step tab, in the Create the following case list, select a type of a child case type that you want to create:

    • To create a new child case type, select Create new case type, , enter a unique name for the case type, and then click Create.
    • To reuse an existing case type, select the case type.
  5. Optional:

    To create more child case types, select Create multiple cases using a list, and then go to step 4.

  6. Optional:

    To reuse information from another case, select the Transfer information to new case check box, and then, in the Transfer information window, select the information that you want to transfer:

    1. In the 'From' field column, select the source field that stores the information that you want to transfer.

    2. In the 'To' field column, in the text box that appears, enter the field in your child case where you want to use the information.

    3. Optional:

      To add mapped fields to the case type view, in the View section, select the Add mapped fields to [case type view name] view check box.

    4. Click OK.

  7. Click Save.

  • Creating a case type

    Save time when processing similar business operations by defining case types that are the templates for work in your application. By creating case types, you automate business processes and support the different paths that case workers can follow to resolve a case.

  • Reclassifying a case type

    Classify an existing case type as a child of another case type to save time and resources.


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