Automatically load data for a new case by configuring data initialization for a
case type. For example, a mobile application uses a customer's location data to provide
products that are available in the customer's area. As a result, customer service is
more efficient because the customer does not need to manually provide additional
information each time they use the app.
Before you begin: Ensure that you can access Dev Studio. For more information, see Learning about access groups.
Result: The system runs the pyDefault data
transform to initialize data whenever you create a case, and uses this data to populate
the fields in the Create stage.
- In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
- On the Settings tab, click Data
- In the Data initialization section, click
Configure in Dev Studio.
- Configure the data transform that you want to run at case creation.
- Click Save.