Defining case participants

Define case participants to identify the people, businesses, and organizations that receive case correspondence. Participants are also known as work parties.

  1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Settings tab, click Participants.
  3. Click + Add participant. The Participant configuration dialog box opens.
  4. In the Role name field, enter a unique name that indicates the participant's relationship to a case.
  5. In the Type list, select an option to indicate which descendant of the Data-Party class contains information about the participant.
  6. Optional: To perform preprocessing each time that this participant is added to a case, press the Down Arrow key in the Data transform field, and then select the name of a data transform.
  7. Optional: Change the default preferences for managing case participants, by selecting one or more check boxes in the Preferences section. You can allow multiple participants for a role , create a participant automatically when the case starts , and enforce at least one participant for the case.
  8. Click Done.
  9. Click Save.
Result: The case participants that you define are listed in the Participants section. You can update, delete, or add participants for each role.