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Enabling automatic conditional creation of child cases

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Enable conditional creation of a child case after creating a parent case when the case data meets the conditions that you define. For example, to save time and automate work, you can configure an application that processes purchase orders to create a shipment case when the status of its parent case, that tracks the order and payment, changes to Billing-Approved.

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. On the Settings tab, click Instantiation.

  2. Select the Automatically by system when check box.

  3. In the of the below conditions are met list, select how many conditions the case data needs to meet to create a child case:

    • To create a child case when case data meets any of the conditions, select Any.
    • To create a child case when case data meets all of the conditions, select All.
  4. Define a dependency by clicking Add condition.

  5. In the Case field, press the Down arrow key, and then select a case type on which you want your current case type to depend.

    This list displays case types that share your topmost case type and excludes specialized case types, descendant case types, and case types with more than one parent.
  6. Select the criteria for creating a child case:

    Choices Actions
    Create a child case when a parent case starts
    1. In the Condition list, select has started.

    2. Click OK.

    Create a child case when a parent case reaches the specified work status
    1. In the Condition list, select has work status.

    2. Select a case status in the list of available statuses.

      When using work status as a 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.
    3. Click OK.

    Create a child case when at least one parent case completes
    1. In the Condition list, select has completed.

    2. Click any or all to indicate how many cases need to resolve before your application creates a child case.

    3. Click OK.

  7. Optional:

    To enable case creation only when the specified when condition evaluates to true, in the Allow only when field, press the Down arrow key, and then select the name of a when condition.

  8. Click Save.

At run time, your application creates a new child case when case data meets your dependency conditions, and the when condition that you provide returns a true value. The limitation of one child case prevents duplication when case data fulfills a dependency more than once, such as a parent case type reaching a specific stage.

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