Updating information in a case
You can update the information in an unresolved case. By setting property values at run time, you can change the path that a case follows to resolution.
For example, you can increase the risk value in a Loan Application case when a user enters a low credit score so that only qualified applicants are contacted for a background check.
- In the Explorer panel, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Click a process in a stage.
- Click Open process to open the flow diagram for the process.
- On the Diagram tab of the Flow form, double-click the shape or connector that updates the case at run time.
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In the dialog box that is displayed, set the property values.
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To use a data transform:
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In the Set properties section, click Apply data transform.
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In the Data transform field, press the Down Arrow key and select the name of a data transform that sets property values in the case.
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If the data transform supports input parameters, enter values to pass to the data transform in the fields that are displayed.
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To manually set property values:
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In the Set properties section, click Set properties.
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Click + Add property.
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In the Name field, press the Down Arrow key and select the name of a property that is defined in the class inheritance path of your case type.
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In the Value field, enter one of the following values:
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A literal value
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A reference to another property in the case
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A reference to an input parameter to the flow
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- Click Submit.
- On the Flow form, click Save.
You can test your changes by creating and processing a case.