Configuring case type settings

Help your customers achieve success, and better respond to their individual needs, by configuring case types that precisely reflect their business processes. To provide the most efficient solutions for your customers, configure their case type settings to meet all of their requirements.

When you properly configure case type settings, you ensure that users of your application have all the tools that they need to successfully resolve their work. For example, you can define various case participants and their roles in a microjourney. By adding categorized attachments, participants can provide meaningful data and information necessary to resolve a case. To save time and improve efficiency, you can also enable automatic case creation and sharing of data between cases.