Close popover

Table of Contents

Enabling conditional creation for child cases

Version:

Enable conditional creation for a child case type to create a child case when a parent case is created and the case data meets the conditions that you define.

Ensure that you open the correct version of your case type if it has multiple parent case types. The instantiation details for a child case type are unique to each parent case type.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Settings tab, click Instantiation.

  3. Select the Automatically by system when check box.

  4. Click [Any or all] of the below conditions are met.

  5. Click + Add condition to define a dependency.

  6. In the Case field, press the Down Arrow key and select a case type on which your current case type depends.

    This list is populated by case types that share your topmost case type and excludes: specialized case types, descendant case types, and case types with more than one parent.

  7. In the Condition list, select the criteria for creating a child case.

  8. If you select the has work status condition, select a case status in the list that is displayed.

    When using work status as dependency condition, ensure that your process has at least one shape, such as an assignment or utility, that sets the status of a case to the expected value.
  9. If you select the has completed condition, click any or all to indicate how many cases must be resolved before a child case is created.

  10. Click OK.

  11. Optional:

    Further refine the conditions that control whether a case is created by pressing the Down Arrow key in the Allow only when field and selecting the name of a when condition.

  12. Click Save.

At run time, a child case is created if one does not already exist, your dependency conditions are met, and the when condition that you provide returns a true value. The limitation of one child case prevents duplication when a dependency, such as a parent case type reaching a specific stage, is fulfilled more than once.

  • Changing case statuses

    Communicate to stakeholders how a business process moves towards resolution, by changing the case status in the life cycle. For example, you can assure the stakeholders that the case advances within the time frame.

  • Configuring case creation

    You can control when cases are created by configuring one or more creation methods in a case type. By default, users can manually create top-level cases only.

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.