Case-type settings control the behavior of a case. By using different types of settings, such as data propagation, validation, or locking strategies, you can add functionality to your case type that supplements the life cycle of a case.
For example, you can define attachment categories for a case type and then reference those categories in the validation criteria that your application evaluates before a case can enter a specific stage.
You configure case-type settings when you open a case type in your application.
You can configure one or more categories of case-type settings. The structure of your case-type hierarchy determines whether a category is available for you to configure.
General — Simple, on-off properties or items with basic configuration, such as the icon that identifies instances of a case type.
Actions — Actions that you can take while a case is in any stage or step.
These actions do not move a case closer to resolution, similar to supporting processes.
Attachment categories — Business classifications for attachments that support access control.
Case-wide supporting processes — Flows that you can run while a case is in any stage or step.
Goal & deadline — Suggested and required resolution times for a case.
Resolution time can be relative to the time that a case, its parent, or its top-level case is started.
Integration — Code that interacts with a 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.
Specialization — Variations of this case type.
Only circumstance versions that are based on single-value properties are supported.
Track duplicates — Logic that finds cases that are similar to the current case.
Validation — Criteria that must be met before a case is created or saved.
Calculations — Computations that aggregate information from all child cases.
This category is available when you open the base version of a parent case type.
Data propagation — Information that is copied from a parent case to child cases.
Email instantiation — An email account that automates case creation.
This category is available for top-level case types only.
Instantiation — Methods for creating child cases at run time.