I have created a case type with a child case, but I cannot find a way to call the child case from the main case.
Looking at the same template process - I would expect that when I add a step, I should be able to select the process - but my new child case type does not appear in the list of processes. I cannot find a configuration setting that will let me select the process.
Please Add 'Create Case' Smart shape by +Step->Automations->Create Case in the main case type to which you want to add a child case, then you can select or create a child case from right side configuration panel.
The above configuration you can achieve through App studio or Dev studio,with an additional option in dev studio to create a new child case type from 'create case' smart shape.
Hope this helps,
Posted: 4 years ago
Posted: 18 Nov 2019 12:41 EST
Ben Gundry (BenG4327)