Updating information in a case

You can update the information in an unresolved case. By setting property values at run time, you can change the path that a case follows to resolution.

For example, you can increase the risk value in a Loan Application case when a user enters a low credit score so that only qualified applicants are contacted for a background check.

  1. In the Explorer panel, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Life cycle.
  3. Click a process in a stage.
  4. Click Open process to open the flow diagram for the process.
  5. On the Diagram tab of the Flow form, double-click the shape or connector that updates the case at run time.
  6. In the dialog box that is displayed, set the property values.
    • To use a data transform:

      1. In the Set properties section, click Apply data transform.

      2. In the Data transform field, press the Down Arrow key and select the name of a data transform that sets property values in the case.

      3. If the data transform supports input parameters, enter values to pass to the data transform in the fields that are displayed.

    • To manually set property values:

      1. In the Set properties section, click Set properties.

      2. Click + Add property.

      3. In the Name field, press the Down Arrow key and select the name of a property that is defined in the class inheritance path of your case type.

      4. In the Value field, enter one of the following values:

        • A literal value

        • A reference to another property in the case

        • A reference to an input parameter to the flow

  7. Click Submit.
  8. On the Flow form, click Save.

You can test your changes by creating and processing a case.