Configuring the Update Case shape

You can configure the Update Case shape after you add it to a flow. By customizing the shape, you can modify attributes, such as a description or priority, for one or more cases.

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

2. Indicate how many cases to update.

   To update a specific case:

   1. Click A single case.

   2. In the With ID field, enter a property reference or the unique identifier for an open case.

   To update the descendants of the current case:

   Click All child cases (and descendants).

3. In the Data transform field, press the Down Arrow key and select a data transform that sets property values in the case.

4. 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 each case when the Update Case shape is processed.

5. Click Submit.

At run time, the data transform is applied to one or more cases. If an update to any child case fails, all changes made by the data transform are rolled back.

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