For complete information about the default stages and steps in this template, see Customer Service Generic Template.

1. In the navigation pane of App Studio, click Case types.
2. Click New.
3. Enter the name for the new case type in the Case type name field.
4. Expand the Case template section, and then select Customer Service Generic Template from the Template list.
   Note: When creating a new case type from a template, do not configure any settings in the Advanced section.
5. Click Next.
   Result: The new case type opens in the Workflow tab.
6. Click the Settings tab, and then click Case processing options to enable and disable case type features.
   For information, see Configuring case processing options.
7. Click the Views tab, and then set up the views to meet your business requirements. Add a view to collect the case details required during the Intake stage.
   For information, see Configuring views for cases.
8. Click Save.
9. Modify the case type features to meet your business requirements.
   Note: As a best practice, use only App Studio, and not Dev Studio, to modify the new case type.

   For information, see Implementing case types and attributes.