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Modifying case types

Updated on May 18, 2021

If an application-provided case type is close to meeting your business requirements, modify it and use it. Modifying a case type can include editing or rearranging fields, modifying or adding a stage or step, and changing a case type layout by rearranging fields or changing the design template for view in App Studio.

  1. In the navigation pane of App Studio, click Case types.

  2. Click a case type that you want to modify.

  3. In the editor window, click the Data model tab to add a new data field or to modify an existing field for the case type.

  4. To modify or add a stage or step to the case type, click the Workflow tab.

    For more information, see Case life cycle elements.
  5. To modify sections that use design templates, click Views and click the specified view.

    For more information, see Case life cycle elements.

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