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Aggregating data in a parent case

Updated on November 22, 2021

Speed up case processing by configuring a parent case to update specific values each time the values in child cases change.

For example, you can create a parent case that represents a request for an insurance offer, and then supplement the case with child cases that visualize life insurance and property insurance in an insurance application. When a customer service representative (CSR) updates the values in the child cases, the insurance application automatically calculates the total value in the parent case.
Before you begin: Create a child case type. For more information, see Creating a child case type.
  1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
  2. Click the Settings tab, and then click Calculations.
  3. In the Calculations section, click Add calculation.
  4. In the Calculated property field, press the Down arrow key, and then select the property in which you want to aggregate data.

    The calculated property stores the sum of other properties, across all child cases of the parent case.

    Caution: Ensure that this property is not associated with a declare expression, because the value of the property can be overwritten.
  5. In the Case type list, select a class of a case type that is a child of your current case type.
  6. In the Property field, press the Down Arrow key, and select the name of a single-value property that you want to add to the cumulative property.
  7. Optional: To add more properties that the system sums up at run time, click Add property, and then repeat steps 5 through 6.
  8. Click OK.
  9. Click Save.
Result: At run time, an application updates the value of the calculated property in the parent case each time you change any of the selected properties in a child case.

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