Back ForwardCase type

A case type is a work class that inherits from Work–Cover– and contains a case type rule. A case type can cover or be covered by other case types. A case management structure can also include work classes that inherit from Work-. These work classes may be covered by case types, but cannot cover other work classes or case types. The covering relationships among case types are defined in case type rules. As a best practice, configure the case type structure in the > Process & Rules > Case Management > Case Designer.

When a case type work item (case) is created, the case is said to be instantiated.

Be careful not to confuse a case work item with a case type — both are sometimes referred to as cases.

Definitions Case Management, ad hoc work, cover, folder, subcase, instantiate, top-level case type, case
Topics Process and Rules category — Case Designer
About the Case Manager portal
About Case Type rules

UpDefinitions — C