Creating a contextual case

You can use the Create case shape to create a case in the context of your current case. By defining relationships, you can share data among cases in your application.

  1. Add the Create Case shape to the life cycle of your case.
    1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
    2. On the Workflow tab, click Life cycle.
    3. Hover over a process in a stage, and then click + Step > More > Automations > Create Case.
    4. Click Select.
  2. Optional: To create one or more children of the current case, instead of an independent case, click Create child case(s).
  3. Choose an option from the Create the following case list.

    • [Case type] - creates an instance of the case type that you select.

    • Create new Case type - creates an instance of a new case type, based on the value that you provide in the Case type name field.

      By default, instances of new case types are children of the current case.

    • [Other] - creates an instance of a case type, based on the property value that you provide in the Class field.

      This method is helpful when you do not know the name of the case type at design time, because your application can set the value of the property at run time.

  4. To create more than one case, provide a list.

    This option is available for child cases only.

    1. Select the Create multiple cases using a list check box.
    2. In the List field field, press the Down Arrow key, and then select a field group, which is a property of type Page List.
  5. Propagate data from the current case to the new case.
    1. In the Data transform field, press the Down Arrow key and select the name of a data transform.
    2. In the Source page parameter name field, enter the clipboard page that stores the data for the current case.
    3. Update the data transform so that it copies data from the current case to the new case by referencing specific properties on the clipboard page.
  6. Optional: To get a reference to the new case that you can use in the current case, press the Down Arrow key in the Property to store ID of case field, and then select the name of a single-value property.
  7. Enter the audit note.
  8. Click Save.