Enable conditional creation of a child case after creating a parent case when the case
data meets the conditions that you define. For example, to save time and automate work, you can
configure an application that processes purchase orders to create a shipment case when the
status of its parent case, that tracks the order and payment, changes to
Billing-Approved.
Before you begin:
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.
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In the navigation pane of Dev Studio, click Case types, and then click the case type that
you want to open.
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On the Settings tab, click
Instantiation.
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Select the Automatically by system when check box.
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In the of the below conditions are met list, select how many
conditions the
case data needs to meet to create a child case:
- To create a child case when case data meets any of the conditions, select
Any.
- To create a child case when case data meets all of the conditions, select
All.
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Define a dependency by clicking Add condition.
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In the Case field, press the Down arrow
key,
and then
select a case type on which you want your current case type to
depend.
This list displays case types that share your topmost case type and excludes
specialized case types, descendant case types, and case types with more than one
parent.
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Select the criteria for creating a child case:
Choices |
Actions |
Create a child case when a parent case starts |
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In the Condition list, select has
started.
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Click OK.
|
Create a child case when a parent case reaches the specified work
status |
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In the Condition list, select has work
status.
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Select a case status in the list of available statuses.
Tip: When using work status as a dependency condition, ensure that
your process has at least one shape, such as an assignment or utility, that
sets the status of a case to the expected value.
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Click OK.
|
Create a child case when at least one parent case completes |
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In the Condition list, select has
completed.
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Click any or all to indicate
how many cases need to resolve before your application creates a child
case.
-
Click OK.
|
- Optional:
To enable case creation only when the specified when condition evaluates to true, in
the Allow only when field, press the Down arrow key, and then
select the name of a when condition.
-
Click Save.
Result:
At run time, your application creates a new child case when case data meets your dependency
conditions, and the when condition that you provide returns a true value. The limitation of
one child case prevents duplication when case data fulfills a dependency more than once,
such as a parent case type reaching a specific stage.