Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Adding a Create case step

Updated on February 6, 2019


Learn how to add a Create case step to a case in App Studio. You can customize the step to automate the creation and data population of cases in your application.

This task takes approximately 10 minutes to complete.


  1. In the navigation panel, click Case types to open the Case Type Explorer.
  2. Open the case type to which you want to add a step that creates a new case.
  3. On the Workflow tab, click Life cycle if Optional actions is selected.
  4. Hover over a process in a stage and click +Step.
  5. In the palette that is displayed, click More > Automations to display a list of smart shapes.
  6. Click the Create case shape and review the description that is displayed.
  7. Click Select to add the smart shape to the step.
  8. From the Create the following case list, select an option:
    • Create new case type – Provide a name for the new case type when prompted. The new case type is displayed in this field.
    • The name of a case type in your application.
  9. Optional: To create more than one case, provide a list:
    1. Select the Create multiple cases using a list check box to create multiple cases of the case type you selected.
    2.  In the List field list, select a field group list. At run time, a case is created for each entry in the list
  10. Propagate data from the current case to the new case.
    1. Select the Transfer information to new case check box.
    2. In the Transfer information dialog box, select the check box next to a field to copy its value from the current case to the new case.
    3. Optional: To change which field stores the value in the new case, enter a field name in the To field.
    4. Click OK.
  11. Click Save.

Previous versions

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us