Procedure | Description |
|---|---|
AddEventMessage | Add error message to CaseEvent so that error message is handled by the platform. This should be used in Before event handlers to stop execution and display the message to users |
AddJournalEntry | Add a journal entry to the folder with specified comments. Folder Id and comments should be provided |
ChangeFolderNumber | Changes the folder number for a specified folder. New folder number should be provided and should not be a duplicate folder number |
ChangeFolderOffice | Change folder's Action Office. Folder Id and New Office Id should be provided |
ChangeFolderOwner | Change folder's Owner. Folder Id and new Owner (User) Id should be provided |
CloseFolder | Closes the specified folder by logged in user with specified journal notes |
CreateFolder | Creates new case folder with specified Case Type Id, Owner Id and Action Office Id. Returns folder number |
CreateSubFolder | Creates new case sub folder with specified Case Type Id, Owner Id and Action Office Id for the parent folder. Returns folder number |
DeleteFolder | Recursively deletes the folder with all its sub folders. The list of all folders deleted thru recursive execution (folder, folder's sub folders etc.) are captured in the parameter deletedFolders |
DeleteRecord | Deletes the repeating record from the folder. Folder Id, Group name and Record Id should be provided |
EvalFilingStructId | Evaluates the filing structure rules for a CaseFolder object and returns the Filing Structure Id |
GetCaseFolder | Get CaseFolder object for a specified folder number |
GetCaseFolderById | Get CaseFolder object for a specified folder Id |
GetFieldValue | Gets specified non-repeating field value in a string format from a CaseFolder object. Field Name and CaseFolder object should be provided |
GetFolderBase | Gets folder basic information object for a specified folder number |
GetFolderBaseById | Gets folder basic information object for a specified folder Id |
GetFolderId | Get folder Id for a specified folder number |
GetFolderNumber | Get folder number for a specified folder Id |
GetLinkedFolderNumbers | Get all linked folder numbers for a specified CaseFolder |
GetRecord | Gets Record object from a specified folder, repeating Group name and Record Id |
GetRecordFieldValue | Gets specified field value in a string format from a Record object. Field Name and Record object should be provided |
GetRecords | Gets the list of Record objects for a specified repeating Group name from CaseFolder object |
IsFolderExists | Returns true if a folder already exists with specified folder number, otherwise returns false |
LinkFolder | Links a folder. Link folder Id will be linked to folder Id with journal notes |
MergeRecord | Merges Record object with CaseFolder. Changes from Record are merged to CaseFolder so that records are either update or inserted. When Record Id is matching to existing records then it will be updated otherwise new record will be inserted when CaseFolder is saved |
MergeRecords | Merges List of Record objects with CaseFolder. Changes from Record are merged to CaseFolder so that records are either update or inserted. When Record Id is matching to existing records then it will be updated otherwise new record will be inserted when CaseFolder is saved |
NewRecord | Create new Record object for specified folder Id, Case Type Id and repeating Group name |
RemoveRecord | Remove Record object from CaseFolder object. Record will be identified in CaseFolder object using Record Id and repeating Group name. Record will be deleted in system only when CaseFolder is saved |
SendMail | Sends specified email message to recipient email address. Folder Id, Sender User Id or From email address, semi colon separated recipient email address, subject and body should be provided. If Sender User Id is zero then From email address will be used as sender, otherwise sender user email address will be used |
SetFieldValue | Sets non-repeating field value for CaseFolder object. CaseFolder object, field name and value should be provided. Value should be provided in eCASE data serialized format based on field type |
UnlinkFolder | Unlinks a folder. Unlink folder Id will be unlinked to folder Id with journal notes |
UpdateFilingStructId | Updates the filing structure Id for the specified folder |
UpdateFolder | Saves the changes in CaseFolder object |
UpdateFolderStatus | Updates Folder Status |
UpdateRecord | Save the changes in Record object |
Folder Operation Procedures
Updated
- Updated on Feb 10, 2026
- Published on Jan 29, 2026
- 2 minute(s) read
Was this article helpful?