Configuring the Create Case shape

You can configure the Create Case shape after you add it to a flow. By customizing the shape, you can automate the creation and data population of many cases.

1. Double-click the Create Case shape in a flow, or click a step in Case Designer that uses the Create Case shape.

2. Indicate how many cases are created.

   To create one case:

   1. Click Create a case.

   2. In the Case type list, select the name of a case type in your application.

      If you do not know which case type to select at design time, you can select [Other] from the list to create a case based on the run-time value of a parameter or property.

   3. In the Starting process list, select a flow that creates the case.

   4. Optional: In the Property to store ID of case field, enter the name of a single-value property that you can reference from the current case to open the new case.

   To create one child case:

   1. Click Create a child case.

   2. In the Case type list, select a case type that is a child of your current case type.

      If you do not know which case type to select at design time, you can select [Other] from the list to create a case based on the run-time value of a parameter or property.

   3. In the Starting process list, select a flow that creates the child case.

   To create more than one child case:

   1. Click Create multiple child cases.

   2. Enter a page list property in the For each item in list field.

      At run time, a child case is created for each entry that is found in the list.

   3. In the Case type list, select a case type that is a child of your current case type.

      If you do not know which case type to select at design time, you can select [Other] from the list to create a case based on the run-time value of a parameter or property.

      If no case type is selected, the class of the page list that is provided in the For each item in list field is used to create the child cases.

   4. In the Starting process list, select a flow that creates each child case.

   5. Optional: Enter a page name in the Source page parameter name field that you can reference in a data transform to copy information to each child case.

3. In the Data transform field, enter a data transform that sets initial property values for the case.

   If you are creating more than one child case, you can select the Copy page data to new child case check box instead.

4. Optional: In the Audit note field, press the Down Arrow key and select the name of a field value that is added to the history, or audit trail, of the case when the Change Stage shape is processed.

5. Click Submit.

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