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Creating a contextual case

You can use the Create case shape to create a case in the context of your current case. By defining relationships, you can share data among cases in your application.

  1. Add the Create Case shape to the life cycle of your case.

    1. In the Explorer panel, click Cases, and then click the case type that you want to open.

    2. On the Workflow tab, click Life cycle.

    3. Hover over a process in a stage, and then click + Step > More > Utilities > Create Case.

      For advanced processes, click Configure process to add the shape to the flow canvas.

    4. Click Select.

  2. Define the relationship between the new case and the current case.

  3. Define how data in the current case is propagated to the new case.

  4. Optional: To get a reference to the new case that you can use in the current case, press the Down Arrow key in the Property to store ID of case field and select the name of a single-value property.

  5. Click Save.