Creating Case Entities

Overview

The Case Entity Data Structure is a folder-based data type that has multiple states that can be defined. It is not limited to following a linear process but can move from one state to any other state. The Case Editor allows users to define actions that apply to each state. The folder type behavior allows users to build Dashboards or store other data such as Entities or Assignments.

Creating A Case Entity

1.  In a Designer Project, select CREATE DATATYPES/INTEGRATION from the Global Action Bar.
2. In the Create DataTypes/Integration window, select Case Entity.
   
3. In the resulting Case Entity window, declare a name for the Case Entity (EmploymentApplication).
4. Declare the Case Entity's data fields by inputting a Name and selecting a Type. This example creates String data fields with the names "ApplicantFirstName", "ApplicantLastName", "ApplicantEmail". "YearsOfExperience", "HasResume", and "RequestedSalary".
5. Select SAVE to create the Case Entity.
   
   

Case Entity Creation Settings

Enabling Process Mining

To allow data within the Case Entity to be used in process mining, enabled the Enable Process Mining setting in the Case Entity creation dialog under the Advanced section.

Ensure there are data fields within the Case Entity that fulfill the data variable requirements for process mining.

State Configuration

After clicking SAVE to confirm creation, the CASE EDITOR Page automatically opens.

The Case Editor organizes data within the Case Entity as states numbered and placed linearly from left to right. By default, the Case Editor only contains Started and Completed states.

To add more states to the Data Structure click the ADD STATE button to add another state at the end of the current chronological sequence.

To rearrange states, hover over the state, click the dropdown arrow, and select either the Move Left or Move Right actions. The States at the end of the order cannot move further right and vice versa.

To edit the State hover over the State, click the dropdown arrow, and select Edit in the action menu. The Edit Expected State window will allow users to configure the Order, Color, Create Assignments, and Assign the state to accounts or groups.

Adding an Activity or Trigger Flow

The next significant action in the Case Editor is the Add Activity action underneath a state. When clicked on, this opens a menu containing the User Action and Trigger Flow actions.

Furthermore, more types of Activities and Trigger Flows are available under their respective dropdown menus at the top of the Case Editor Page.

In v9.5+ Shared User Action and Shared Auto Trigger Flows have input fields that can be filled in like basic Flows. With these configured Case Actions will be able to accept parameters. This also makes it easier to reuse the same Flow logic across multiple states - simply change the inputs to match the appropriate data.

These Flows also get access to 20 Steps in the Process Folder that did did not have available in prior versions.

Hiding the Actions Bar in the Case View

After creating data for a Case Entity, it can be viewed in the Folder in the Case View.

In the Case View, the Actions Bar's view can be edited the Default Action Bar Visibility setting either upon Case Entity creation or edited later in the Edit Case Entity window. Changing this setting effects all data even those created before the change.

Feature Changes