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Send important case updates to case participants

Case participants are people, businesses, and organizations that are involved in a case. By managing case participants, you can define their relationship with a case and share important case updates with them.

For example, your company grants car loans to the employees of an organization. To send loan updates to key members of the organization, you can add these members as participants in the stakeholder role for Car Loan cases.

The following figure illustrates the configuration for a sample case participant. The screens vary depending on whether you use App Studio or Dev Studio.

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Case participant configuration

At run time, you can update case participants, route assignments and approvals to participants, and send notifications when goals and deadlines are not met.

For more information, see Participant configuration for case types.

Published August 8, 2018 — Updated September 24, 2018


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