Before you begin: Create a case type. For more information, see Creating a top-level case type.
To complete your very specific business scenario, you can create temporary
cases on a case type rule form in Dev Studio for case types that
include the Create stage. Temporary cases help you save database resources because the
system does not store any data information about such cases until they become
For example, you can create a temporary case that at run time
starts when a customer opens a portal to search for a flight to book. Then you can configure
the system to persist the case only after the customer clicks a button to book a
Note: All case types that include the Create stage are persistent by default.
Temporary cases do not support various capabilities that are available for
regular case types, such as attachments, service-level agreements, child case
types, and routing assignments to specific users. As a best practice, avoid
creating temporary cases. If you do not want to store cases that customers
abandon at an early stage, configure a cleanup and archival policy. For more
information, see Improving performance by archiving cases.
Result: The system saves the case in the database after the case
reaches the Persists case shape.What to do next: Add the Persist case shape to your case type. For more
information, see Persisting temporary cases.
- In the navigation pane of Dev Studio, click Case types, and then click the case type that
you want to open.
- Click the Advanced tab.
- In the Temporary case (Deprecated) section, select the
Create temporary case that is not saved until a 'Persist case'
step is reached check box.
- Click Save.