Save time when processing similar business operations by defining case types that are the templates for work in your application. By creating case types, you automate business processes and support the different paths that case workers can follow to resolve a case.

• Creating a top-level case type

  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.

• Creating a child case type

  Create child case types to ensure that users of your application address all elements of a complex business process before resolving the case. When you supplement your business processes with child case types, you create dependencies that these case types represent.

• Creating a case type rule form in Dev Studio

  Provide advanced options for your business processes by creating case types through a case type rule form. For example, you can select an application layer in which to store your case type, or define multiple options at once, for example, for the people that your case type involves, processes that can support your case type, or dependencies with other case types.

• Creating a Microjourney for customer success
• Reclassifying a case type
• Deleting case types
• Renaming case types