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Calling a data transform from a case

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Updated on March 29, 2022

Save time and speed up case processing by prepopulating data in your case. When you add the Run data transform shape to a case life cycle, your application converts data from an external source to a format that fits your case. For example, while processing a purchase order, you can populate the shipping address with the data that the user provides as their billing address.

Before you begin:
  • Create a data transform that you want the case to call. For more information, see Data transforms.
  • Mark the data transform as a relevant record in your application. For more information, see Marking a record as relevant.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the process in which you want to call a data transform, click StepMoreAutomationsRun data transform, and then click Select
  3. In the Step properties pane, in the Run data transform list, select the data transform that you want to call in this step.
  4. Optional: In the Audit note field, enter some helpful extra text.For example: Enter Data transform updated.
  5. Click Save.
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