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: Create case types that you can reuse for multiple business processes. For more information, see Creating a case type.
  1. In the header of App Studio, click the name of a case portal, for example, Case Manager.
  2. In the navigation panel, click New, and then select the case type that you want to use to create your new case.