- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In the process in which you want to add a child case type, click , and then click Select.
- In the Create case field, enter the name of the child case type, for example Vehicle damage.
- In the Step navigation pane, in the Create the
following case list, select a type of a child case type that you want to
- To create a new child case type, select Create new case type, enter a unique name for the case type, and then click Create.
- To reuse an existing case type, select a case type.
- Optional: To create more child case types, select Create multiple cases using a list, and then, in the List field list, select a value that determines the number of cases to create.
- Optional: To reuse information from another case, select the Transfer information to
new case check box, and then, in the Transfer
information window, select the information that you want to transfer:
- In the 'From' field column, select the field that stores the values that you want to transfer.
- In the 'To' field column, press the Down arrow key, and then select the destination field to which to transfer the value.
- Optional: To add mapped fields to the case type view, in the View section, select the Add mapped fields to [case type view name] view check box.
- Click OK.
For example: The following figure shows a sample configuration for transferring information about an accident insurance claim from the parent case type to the child case type:
- Click Save.
- Creating child case types in Dev Studio
Define a more structured work processing in your organization by creating child case types. When you create a child case type, you define a set of actions that are dependent on the main business process, and that users need to complete before the parent case type reaches a resolution. As a result, you avoid creating long and complex case types and you deliver more granular and flexible applications that are easier to maintain