Configuring the Create case shape

You can configure the Create case shape after you add it to a case or a flow. By customizing the shape, you can automate the creation and data population of cases in your application.

1. Open the Create case shape in one of the following ways:

   • Case Designer: Click the step in the case that uses the Create case shape.
   • Process Modeler: Double-click the Create case shape in a flow.

2. Choose the type of case to create. You can create a new case based on an existing case type in your application, or you can create one based on a new case type that you create for this purpose. You can also create one or more child cases of a new or existing case type in your application.

   To create a case:

   1. Click Create case.

   2. In the Create the following case list, select one of the following options:

      • The name of a case type in your application for which you want to create a case.
      • [Other] to create a case based on the run-time value of a parameter or property. In the Class field, press the Down Arrow key and select a property or enter a parameter.
      • Case Designer only: Create new case type. This creates a top-level case in your application. Provide the following information for the new case type: 
        • The name for the new case type.
        • The name of a case type in your application on which to base the new case type.

   3. In the Starting process list, select the flow that creates the case.

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

   To create a child case:

   1. Click Create child case(s).

   2. In the Create the following case list, select one of the following options:

      • The name of a case type that is a child of your current case type.
      • Create new case type and provide the following information: 
        • The name for the new case type.
        • The name of a case type in your application on which to base the new case type.
      • [Other] to create a child case based on the run-time value of a parameter or property. In the Class field, press the Down Arrow key and select a property or enter a parameter.

   3. In the Starting process list, select the flow that creates the child case.

   To create more than one child case:

   1. Click Create child case(s).

   2. In the Create the following case list, select one of the following options: 

      • The name of a case type that is a child of your current case type.
      • Create new case type and provide the name for the new child case type. 
      • [Other] to create a child case based on the run-time value of a parameter or property. In the Class field, press the Down Arrow key and select a property, or enter a parameter.

      Note: If no case type is selected, the class of the page list that is provided in the List field field is used to create the child cases.

   3. In the Starting process list, press the Down Arrow key and select the name of the flow that creates each child case.

   4. Select Create multiple cases using a list.

   5. In the List field field, press the Down Arrow key select a page list property. At run time, a child case is created for each entry that is found in the list.

   6. Select the Copy page data to new subcase checkbox to copy all page data from the PageProperty parameter to the child cases.

   7. Optional: Enter a page name in the Source page parameter name field that you can reference in a data transform to copy information to each child case.

3. In the Data transform field, press the Down Arrow key and select the name of a data transform that sets the initial property values for the case.

   If you are creating more than one child case, you can select Copy page data to new subcase instead.

4. Optional: In the Audit note field, press the Down Arrow key and select the name of a field value that is added to the history, or audit trail, of the case when the Create case shape is processed.

5. Optional: Select Enable navigation link checkbox to provide a link to this step from the bread crumb trail navigation. If you select this, two options are displayed:

   • Only allow navigating back to this step — Select the checkbox to allow users to navigate the bread crumb trail back to this step
   • Perform post-processing when navigating away from step — Select this checkbox to allow post-processing for a step when the user has navigated away from the step.

6. Click Submit.

Note: When you use the Create case shape in express mode, you have the option to propagate data from the parent case to a child case. As a result, the following items are created for use in Case Designer only:

• A data transform containing this information is created automatically and made available for the case. If you update this data transform, or if you choose to use another data transform, the option to modify this information is locked in express mode.
• A new view, <Parent case name> info, is created in the child case type. This view contains all the fields propagated from the parent case.

Open topic with navigation