Importing a case type

You can import case types from a built-on application to your current application. By reusing case types, you can save time and reduce complexity in your application.

  1. On the Class form for your current work pool, in the Parent class (Directed) field, enter the work pool of your built-on application.

    This step is necessary if this is the first time that you are importing a case type.

  2. In the explorer panel of Designer Studio, click Cases to open the Case Type Explorer.
  3. From the top-level menu, select Import case types.
  4. Review the list of top-level case types that will be added to your application.

    Case types with the same name as an existing case type in your application are not available in this list.

  5. Optional: To exclude a case type from the import process, clear the check box next to the name of the case type.
  6. Click Submit.

Your case-type hierarchy is updated to include the imported case type and child case types. Supporting rules, such as the starting flow for a case type, continue to reside in the built-on application. You can leave them there or create specialized versions in your current application.