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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. In the Step navigation pane, 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. Click Save.

In your child case, reuse data that a parent case stores. For more information, see Sharing data between parent and child cases.

  • Case types

    Save time and maximize efficiency when you implement similar business processes by defining case types. A case type is a visual representation of your business process, and a template for work that you can reuse for multiple instances of your business process. By creating a case type, you define the ultimate goal of a business process, the path that the case must follow to a resolution, the people who are involved in processing the case, and the data that the case requires.

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