Creating a contextual case
You can use the Create case shape to create a case in the context of your current case. By defining relationships, you can share data among cases in your application.
- Add the Create Case shape to the life cycle of your case.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Hover over a process in a stage, and then click .
- Click Select.
- Choose an option from the Create the following case list.
[Case type] - creates an instance of the case type that you select.
Create new Case type - creates an instance of a new case type, based on the value that you provide in the Case type name field.
By default, instances of new case types are children of the current case.
- To create more than one case, provide a list.
- Select the Create multiple cases using a list check box.
- In the List field field, press the Down Arrow key, and then select a field group, which is a property of type Page List.
- Propagate data from the current case to the new case.
- Select the Transfer information to new case check box.
- In the Transfer information dialog box, select the check box next to a field to copy its value from the current case to the new case.
- Optional: To change which field stores the value in the new case, enter a field name in the To field field.
- Click OK.
- Enter the audit note.
- Click Save.
Previous topic Attaching screen captures to a case Next topic Collecting digital signatures in a case