Studio Creatio
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Case management

One of the key components of the Creatio platform is its flexible and easy-to-use case management function. Creatio studio has all the tools needed for designing cases, their execution and monitoring.

You can easily adapt best-practice cases to your specifics in marketing, studio, service, and any other area, or design your own unique cases that fit your company's needs.

Case designer is a powerful tool for creating and configuring unstructured processes – “cases”. The case management concept does not require knowledge of a special notation, or programming language to design and configure cases in any Creatio section.

Note

Click [Set up section cases] in the [View] menu of the section for which you want to configure a dynamic case to open the case designer.

Further reading

Case designer guide

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