Applicable to Theme UI-Kit applications To create comprehensive forms, you can categorize related values in a single data structure by adding a field group…
Resolve cases faster by propagating data from a parent case every time you create a new child case. By sharing data between cases, you save time and ensure…
Inform users about completion of assignments by sending confirmation notes. Case workers, such as customer service representatives, receive confirmation notes…
Maintain case compliance and follow progress in your case types by enabling field-level auditing. When you enable fields for auditing, users of your…
Set a locking strategy for parent case types to reduce the risk of losing updates to cases that users make simultaneously. In most configurations, use the…
To meet your unique business needs and customize how your application manages concurrent updates to cases, override a child case locking strategy. By default,…
Reach your business goals and solve cases that require additional processing by configuring advanced options for processes.For example, you can define…
Create a stand-alone process to support or supplement the steps in a case life cycle. By creating a process outside the context of a case life cycle, you can…
A shape in a flow represents a task that a user or application completes as part of a business process. By connecting different types of shapes in a flow, you…