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Creating a top-level case type

Updated on May 11, 2022

Improve work processing in your application by creating top-level case types that visualize business processes. When you visualize a business process, you can conveniently divide the process into phases, and then track and manage work with greater ease.

For example, you can create a top-level case type that represents a hiring process, and then reuse the type every time when you want to process a job application from a new candidate.
  1. In the navigation pane of App Studio, click Case types.
  2. In the header of the Case types section, click New.
  3. In the Case type name field, enter a name for the case type.
  4. In the Type list, select Standard.
  5. Optional: To reuse assets from another case type, click Advanced, and then in the Reuse assets from list, select a case type.
  6. Click Next.
Result: Your new case type includes a default Create stage with a Create process, as shown in the first figure. The second figure shows the same case type already populated with stages and processes.
Newly created case type
A new case type with the Create stage and the Create process.
Populated case type
A case type populated with stages, processes, and steps.
What to do next:
  • Divide work into phases by adding stages to your case type. For more information, see Creating a primary stage.
  • Create child case types that represent dependencies that you resolve before the top-level case type can reach the resolution. For more information, see Creating a child case type.

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