Creating a top-level case type

Creating a case type

You can create a case type to model the work that is accomplished in your application.

  1. In your application, click Turn editing on.

  2. In the navigation panel, click Cases to view the list of current case types in your application.

  3. Click New.

  4. In the Case type name field, enter a name for the case type.

  5. To reuse assets from another case type, click Advanced, and select a case type.
  6. Click Next.

The case type is added to your application, but it does not have a life cycle or data model defined. You can define these now or at a later time.

If you based the case type on an existing type, the data model shows any reusable fields.