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Propagating data to a child case

Propagate data from a parent case to child cases to save time and provide relevant information to case workers.

  1. In the navigation panel, click Cases, and then click the name of a parent case type.

  2. On the Settings tab, click Data propagation to display a list of child case types and the properties that have been propagated.

    For example, Into Loan (2) is displayed when two properties are propagated from your case type into the Loan child case type.

  3. Click a child case name to expand the section.

  4. Click + Add property.

  5. In the Propagate property value field, press the Down Arrow key and select the name of a property that is copied from the parent case at run time.

    Enter a fully qualified name in this field to specify an embedded property. For example, enter .pyWorkParty(Customer).pyWorkPartyUri to set the pyWorkPartyUri property that is defined on the Customer page of the pyWorkParty page group.
  6. In the To property value field, press the Down Arrow key and select the name of a property that is set in the child case at run time.

  7. Click OK.

  8. Select the Apply data transform check box and provide the name of a data transform that runs each time that a child case is created.

    This data transform does not run when a child case is created by a Case step in a stage of the parent case type.

    Reference the pyParentPageName page property in this data transform to access properties in the parent case type.
  9. Repeat steps 3 through 8 to propagate the values of more properties from the parent case type.

  10. Click Save.

    At run time, values are propagated each time that a child case is added to the parent case.

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