Persisting a temporary case

You can use the Persist Case shape to make a temporary case become a permanent object in your data base. By using this shape as part of your duplicate tracking logic, you can save resources and ensure that your application creates only unique cases.

  1. Add the Persist Case shape to the life cycle of your case.
    1. In the Explorer panel, click Case types, and then click the case type that you want to open.
    2. On the Workflow tab, click Life cycle.
    3. Hover over a process in a stage, and then click + Step > More > Utilities > Create Case.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
    4. Click Select.
  2. Click Save.