Enable manual creation for a child case type to allow case workers to determine when a
case is created.
-
In the navigation panel, click Cases, and
then click a child case type.
Ensure that you open the correct version of your case type if it has multiple
parent case types. The instantiation details for a child case type are unique to each parent case
type.
-
On the Settings tab, click Instantiation.
-
Select the Manual instantiation check box.
-
To control when the option to create a child case is displayed in the Add
Work menu of a parent case, press the Down Arrow key in the Allow
only when field and select the name of a when condition.
-
Click Save.