Enabling manual case instantiation

Enable manual case instantiation in your case type to allow case workers to determine when a case is created.

  1. In the Explorer panel, click Cases, and then click a child case type.

    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.

  2. On the Settings tab, click Instantiation.
  3. Select the Manual instantiation check box.
  4. To control when the option to create a child case is displayed in the Add Work menu of a parent case, press the Down Arrow key in the Allow only when field and select the name of a when condition.
  5. Click Save.