Creating a contextual case

You can use the Create case shape to create a case in the context of your current case. By defining relationships, you can share data among cases in your application.

1. Add the Create Case shape to the life cycle of your case.

   1. In the Explorer panel, click Cases, and then click the case type that you want to open.

   2. On the Workflow tab, click Life cycle.

   3. Hover over a process in a stage, and then click + Step > More > Utilities > Create Case.

      For advanced processes, click Configure process to add the shape to the flow canvas.

   4. Click Select.

2. Define the relationship between the new case and the current case.

   To create an independent case:

   1. Click Create case.

   2. Select a case type from which the case is created.

      To use an existing case type:

      In the Create the following case list, select the name of a case type.

      To use a property value:

      This method is helpful when you do not know the name of the case type at design time, because your application can set the value of the property at run time.

      1. In the Create the following case list, select [Other].

      2. In the Class field, press the Down Arrow key and select the name of a property that stores the class of the case type.

      To create a new case type:

      1. In the Create the following case list, select Create new Case type.

      2. In the Case type name dialog box, enter a unique name for the case type, and then click Create.

         A top-level case type is added to your hierarchy of case types.

   To create one or more child cases:

   1. Click Create child case(s).

   2. Select a case type from which the case is created.

      To use an existing case type:

      In the Create the following case list, select the name of a case type.

      To use a property value:

      This method is helpful when you do not know the name of the case type at design time, because your application can set the value of the property at run time.

      1. In the Create the following case list, select [Other].

      2. In the Class field, press the Down Arrow key and select the name of a property that stores the class of the case type.

      To create a new case type:

      1. In the Create the following case list, select Create new Case type.

      2. In the Case type name dialog box, enter a unique name for the case type, and then click Create.

         A child case type is added to your hierarchy of case types.

   3. To create more than one child case, perform the following steps:

      1. Select the Create multiple cases using a list check box.

      2. In the List field field, press the Down Arrow key and select a field group, which is a property of type Page List.

         Your application creates one case for each item in the list.

3. Define how data in the current case is propagated to the new case.

   To propagate all data:

   Select the Copy page data to new subcase check box.

   To propagate some data:

   1. In the Data transform field, press the Down Arrow key and select the name of a data transform.

   2. In the Source page parameter name field, enter the clipboard page that stores the data for the current case.

   3. Update the data transform so that it copies data from the current case to the new case by referencing specific properties on the clipboard page.

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

5. Click Save.

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