You can configure cases in any Creatio section. Several cases can be used simultaneously in each section. However, a section record will use only one of the cases, depending on a specific column value. For example, for the “Medium business” and “Small business” opportunity categories, you can configure different cases.
There are several ways to access the Case Designer:
The Cases tab in the section wizard
The Set up section cases button in the View section menu.
The case setup page displays a list of all cases configured for a section (Fig. 1).
The Which column to build the stages by? and Which column to set initial case condition by? fields determine the basic case properties (Fig. 2):
Which column to build the stages by? – the values of the column specified in this field will be used to determine case steps.
Which column to set initial case condition by? – Creatio will use the column specified in this field to determine which case to run for which record. Populate this field if the section has several cases.
Click New case to add a section case. The Case Designer will open. In the designer, configure the sequence of steps (case elements) that are performed at each case stage. A new case will appear in the list of section cases after you save changes in the Case Designer.
Cases that are not currently in use can be deactivated by selecting the case record and clicking the Deactivate case button in the Actions drop-down menu. The case will continue running for all records created before its deactivation. Several cases can be activated simultaneously in each section.