Updating case information

You can use the Update Case shape to modify information, such as a description or priority, for one or more cases. By maintaining case information automatically, you can save time and resolve cases more quickly.

1. Add the Update Case shape to the life cycle of your case.
   1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
   2. On the Workflow tab, click Life cycle.
   3. In a stage, click > More > Automations > Update a case.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
   4. Click Select.
2. Indicate how many cases to update.
   • To update a single case, click A single case, and then in the With ID field, enter a property reference or the unique identifier for an open case.
   • To update the descendants of the current case, click All child cases (and descendants).
   • To update a specific child case, click Specific child case, and then select a case to update.
3. In the Data transform field, select a data transform that sets property values in the case.
4. Indicate how many cases to update.
   • To update all child cases, from list, select All.
   • To update a specific child case, select the case from the list.
5. Click the Gear icon to select target fields and values to apply from the current case.
6. Click OK.
7. Enter the audit note.
8. Click Save.

   At run time, the data transform is applied to one or more cases. If an update to any child case fails, all changes made by the data transform are rolled back.