Case-type settings

Case-type settings control the behavior of a case. By using different types of settings, such as data propagation, validation, or locking strategies, you can add functionality to your case type that supplements the life cycle of a case.

Categories of case-type settings

You can configure one or more categories of case-type settings. The structure of your case-type hierarchy determines whether a category is available for you to configure.

The following categories are supported by all case types:

  • General — Simple, on-off properties or items with basic configuration, such as the icon that identifies instances of a case type.

  • Actions — Actions that you can take while a case is in any stage or step.

  • Attachment categories — Business classifications for attachments that support access control.

  • Goal & deadline — Suggested and required resolution times for a case.

  • Notifications — Email and push notifications.