You can configure a child case type so that it is automatically instantiated when its parent case type is instantiated. By allowing your application to manage run-time dependencies, you can reduce the workload for case workers.
In the Explorer panel, click Cases, and then click the case type that you want to open.
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 Parent case starts.
Optional: Further refine the conditions that control whether a case is created by pressing the Down Arrow key in the Allow only when field and selecting the name of a when condition.
Click Save.
At run time, your application creates a child case when it detects that a parent case is created and the when condition that you provide returns a true value.
Tip: To access more options, such as the maximum number of child cases that can be created in your application, open the Case Type form that defines the parent case type.