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Enabling conditional creation for child cases

Updated on November 22, 2021

Enable conditional creation for a child case type to create a child case when a parent case is created and the case data meets the conditions that you define.

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.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. On the Settings tab, click Instantiation.
    Note: The Instantiation tab is available only for child case types.
  3. Select the Automatically by system when check box.
  4. Click [Any or all] of the below conditions are met.
  5. Click Add condition to define a dependency.
  6. In the Case field, press the Down Arrow key and select a case type on which your current case type depends.

    This list is populated by case types that share your topmost case type and excludes: specialized case types, descendant case types, and case types with more than one parent.

  7. In the Condition list, select the criteria for creating a child case.
  8. If you select the has work status condition, select a case status in the list that is displayed.
    Tip: When using work status as dependency condition, ensure that your process has at least one shape, such as an assignment or utility, that sets the status of a case to the expected value.
  9. If you select the has completed condition, click any or all to indicate how many cases must be resolved before a child case is created.
  10. Click OK.
  11. Optional: Further refine the conditions that control whether a case is created by pressing the Down Arrow key in the Allow only when field and selecting the name of a when condition.
  12. Click Save.

At run time, a child case is created if one does not already exist, your dependency conditions are met, and the when condition that you provide returns a true value. The limitation of one child case prevents duplication when a dependency, such as a parent case type reaching a specific stage, is fulfilled more than once.

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