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A case is a work item that is an instance of a case type — a work class that inherits from Work-Cover- and contains a Case Type rule. You define the case type structure in the Case Explorer. When a new case is created, it is said to be instantiated.
Parent cases are usually instantiated in the Create menu on the Case Manager portal. Subcases are instantiated in the following ways:
Caseworkers can instantiate ad hoc work items in the Case Manager portal by right-clicking an existing parent case on the list in the My Cases tab and selecting the Create Ad Hoc Work menu item, or in a work form by selecting the item from the Other Actions... menu.
The Instantiation setting, on the Details tab of the Case Designer landing page for a subcase, displays how and when subcase instances are created for each subcase type. Click Edit to open the Case Designer: Instantiation dialog.
To enable automatic instantiation, select the Automatically by system when check box and choose one of the following options:
To enable manual instantiation, select Manually by user. Optionally,select only when [rule] evaluates to true and enter a rule in the field. When it evaluates to true, the user can create a subcase.
Click OK to close the dialog and save the rule. See Case Type rules — Completing the Processes tab.
Both methods (automatic and manual) are selected by default, as well as when the parent case starts.
Set Max Instances and Required values directly on the Case Type rule.
Tools — Process and Rules
Designer Studio — About Landing Pages
About Instantiation
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