Create and process cases in a portal, so that users can perform their work
more efficiently and meet their business goals. For example, a customer service representative
can create a case to collect and process information from a customer applying for a loan, and
then resolve the case to achieve a specific outcome, such as granting the loan.
A
case that a user creates is an instance of the specified case type, which is a predefined,
reusable template of a business process that you want users of your application to follow. Case
types consist of stages, processes, and steps, which a case worker completes to resolve a
case.
Before you begin:
Ensure that your application can use Theme Cosmos or Cosmos React. For more information, see Hybrid mode. For applications that use Theme UI-Kit, see Creating cases.
Create case types that you can reuse for multiple business processes. For more
information, see Creating a top-level case type.
