Case-type settings
Case-type settings control the behavior of a case. By using different types of settings, such as data propagation, validation, or locking strategies, you can add functionality to your case type that supplements the life cycle of a case.
Categories of case-type settings
You can configure one or more categories of case-type settings. The structure of your case-type hierarchy determines whether a category is available for you to configure.
The following categories are supported by all case types:
-
General — Simple, on-off properties or items with basic configuration, such as the icon that identifies instances of a case type.
-
Actions — Actions that you can take while a case is in any stage or step.
These actions do not move a case closer to resolution, similar to supporting processes.
-
Attachment categories — Business classifications for attachments that support access control.
-
Case-wide supporting processes — Flows that you can run while a case is in any stage or step.
-
Goal & deadline — Suggested and required resolution times for a case.
Resolution time can be relative to the time that a case, its parent, or its top-level case is started.
-
Integration — Code that interacts with a case from external applications.
-
Locking — Strategies for managing concurrent access to a case.
-
Notifications — Email and push notifications.
-
Parties — Case participants and their associated roles.
-
Specialization — Variations of this case type.
Only circumstance versions that are based on single-value properties are supported.
-
Track duplicates — Logic that finds cases that are similar to the current case.
-
Validation — Criteria that must be met before a case is created or saved.
The following categories are supported by parent case types:
-
Calculations — Computations that aggregate information from all child cases.
This category is available when you open the base version of a parent case type.
-
Data propagation — Information that is copied from a parent case to child cases.
-
Email instantiation — An email account that automates case creation.
This category is available for top-level case types only.
The following categories are supported by child case types:
-
Instantiation — Methods for creating child cases at run time.