Table of Contents

Creating a new case type without a template


Only available versions of this content are shown in the dropdown

If you require a new case type, and none of the out-of-the-box templates have the features that you need, complete the following procedure to create a new case type without a template.

Using a case type template is a best practice. A case type template makes it faster to configure and maintain a case type, and it ensures that the case type follows best practices. If you do not use a template, you cannot use switches to enable and disable features. For more information, see Configuring case processing options.
  1. In the navigation pane of App Studio, click Case types.

  2. Click New.

  3. Enter the name for the new case type.

  4. Click Next.

  5. Click Save.

  6. For more information about how to configure a case type, see Modifying case types.

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.