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Completing the Advanced tab
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Complete the fields on the Advanced tab to configure remote case types, define locking strategies, and enable offline capabilities.

Tip: Unless otherwise noted below, use Case Designer to set the values of the fields on this tab. The relevant category names in the contextual property panel of Case Designer have been provided for clarity.

Federated Case Management (FCM) configurations

Use this tab to publish this case type's properties, enabling users on other systems in the federation to create and work on instances of this case type. For the purpose of data transforms, the properties on this tab are available on the Remote Case Configuration tab of each system's remote Case Type rule form.

Field

Description
Publish as a Remote Case Type Select to make properties from this case type available to remote case types on other systems in the federation.
Permit new work creation Select if users will be creating cases.
List properties to initialize for instantiation Appears when you select Permit new work creation.
Property Name Click to add a property that will be used in a data transform when a case is created. Select a Property Name key part. Use the remote case type's Map values to initialize properties for instantiation array on the Remote Case Configuration tab to configure the data transform.
Description Read-only display of the property's Description value.
List properties to expose for UI interactions Appears when you select Publish as a Remote Case Type. Displays, in read-only format, the default properties that can be used in FCM interface gadgets. To employ them in data transforms, use the remote case type's Data Mapping from Remote Gadgets array on the Remote Case Configuration tab.

To facilitate data mapping, include the Work-.pxDataFields section in your custom harness. This section is already included in all standard harnesses.
Property Name Click to add a property to the array. Select a Property Name key part.
Description Read-only display of the property's Description value.

Locking

The locking strategy for your case type is set in the Locking category of Case Designer.

Offline

Offline support for your case type is set in the General category of Case Designer.

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