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Creating temporary cases on a case type rule form

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Updated on May 11, 2022

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 persistent.

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 flight.
Before you begin: Create a case type. For more information, see Creating a top-level case type.

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.

  1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
  2. Click the Advanced tab.
  3. In the Temporary case (Deprecated) section, select the Create temporary case that is not saved until a 'Persist case' step is reached check box.
  4. Click Save.
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.
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