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The Create stage

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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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