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The Create stage

Updated on March 29, 2022

To speed up case creation and clearly visualize the elements that users interact with before case processing starts, your case life cycle includes a default Create stage every time you create a new case type.

When you create a new case type, your case life cycle includes the Create stage by default. The Create stage holds a view and actions that users interact with to provide initial data before case processing starts. For example, in an application for reviewing loan requests, you can define a view that displays fields to collect the customer's personal details and their requested loan amount.

Case Designer marks the Create stage with a green bar, as in the following example:

Case Designer displaying a case type with a renamed Create stage
Case Designer displaying a case type with a renamed Create stage identified by a green underline.

To learn more about the Create stage, explore the following articles:

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