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Initializing data at case creation

Automatically load data for a new case by configuring data initialization for a case type. For example, a mobile application uses a customer's location data to provide products that are available in the customer's area. As a result, customer service is more efficient because the customer does not need to manually provide additional information each time they use the app.

Ensure that you can access Dev Studio. For more information, see Learning about access groups.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Settings tab, click Data initialization.

  3. In the Data initialization section, click Configure in Dev Studio.

  4. Configure the data transform that you want to run at case creation.

    For more information, see Data transforms.
  5. Click Save.

The system runs the pyDefault data transform to initialize data whenever you create a case, and uses this data to populate the fields in the Create stage.

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