You can use automatic instantiation to create a child case based on conditions or events, such as the status of another case. When you allow your application to manage case dependencies, you simplify case creation for case workers.
Open a child case type in Case Designer.
Caution: Ensure that you open the correct version of your case type if it has multiple parent case types. The instantiation details for a child case type are unique to each parent case type.
On the Settings tab, click Instantiation.
Select the Automatically by system when check box.
Click [Any or all] of the below conditions are met.
Click + Add condition to define a dependency.
In the Case field, press the Down Arrow key and select a case type on which your current case type depends.
This list is populated by case types that share your topmost case type and excludes: specialized case types, descendant case types, and case types with more than one parent.
In the Condition list, select the criteria for creating a child case.
If you select the has work status condition, select a case status in the list that is displayed.
Tip: When using work status as dependency condition, ensure that your process has at least one shape, such as an assignment or utility, that sets the status of a case to the expected value.
If you select the has completed condition, click any or all to indicate how many cases must be resolved before a child case is created.
Click OK.
Optional: In the Allow only when field, press the Down Arrow key and select the name of a when condition.
Click Save.
At run time, a child case is created if one does not already exist, your dependency conditions are met, and the specified when condition returns a true value. The limitation of one instantiated child case prevents duplication when a dependency, such as a parent case type reaching a specific stage, is fulfilled more than once.