Transforming a temporary case into a permanent object
Use the Persist Case shape to transform a temporary case into a permanent object in your database. By using this shape as part of your duplicate tracking logic, you can save resources and ensure that your application creates only unique cases.
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Add the Persist Case shape to the life cycle of your case:
- In the navigation panel of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
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In a stage, click
.Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
- Click Select.
- From the list on the left, select the type of case that you want to create.
- Enter an audit note.
- Click Save.
- To mark the case as temporary until the system transforms it into a permanent object, on the Settings tab, click General and select the Create temporary case that is not saved until a 'Persist case' step is reached check box.
- Click Save.