The settings for your case type are categorized based on the features that you can configure. You modify these settings in Case Designer to supplement the behavior that is provided by stages and steps.
General — Simple, on-off properties or items with basic configuration, such as the icon that identifies your case type.
Actions — Actions that you can take while a case is in any stage or step.
These do not progress a case to the next step in a stage, similar to supporting processes.
Attachment categories — Supported categories and user operations for attachments.
Case-wide supporting processes — Flows that handle out-of-sequence assignments.
These run concurrently with the main processing of a case, similar to spinoff flows.
Goal & deadline — Suggested and required resolution times for a case.
Resolution time can be relative to the time that the case, its parent, or its top-level case is started.
Integration — Code that interacts with the case from external applications.
Locking — Strategies for managing concurrent access to a case.
Notifications — Email and push notifications.
Parties — Case participants and their associated roles.
This category is displayed when the underlying case type rule has a work party specified.
Specialization — Variations of this case type.
Only circumstance versions based on single-value properties are supported.
Track duplicates — Logic that finds cases similar to the one that you are creating.
Validation — Criteria that must be met before a case is created or saved.
Calculations — Computations based on values in child cases.
This category is displayed when you open the base version of parent case types in Case Designer.
Data propagation — Information copied from parent cases to child cases.
Email instantiation — An email account that automates case creation.
This category is displayed for top-level case types only.
Instantiation — Methods for creating child cases at run time.