Creating cases
Meet
your business goals by creating cases that users of your application, such as customer service
representatives (CSR) resolve to achieve a specific outcome. When you create a case, you
ensure that CSRs can perform their work by collecting and processing information from
customers.
To create a case, you use a case type, which is a
template of one of your business processes. Case types consist of stages, processes, and steps,
that the case worker completes to resolve the case.
Before you begin:Â Create case types that you can reuse for multiple
business
processes. For more information, see Creating a case type.
- In the header of App Studio, click the name of a case portal, for example, Case Manager.
- In the navigation panel, click New, and then select the case type that you want to use to create your new case.