Case-type settings

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.