Documentation Index

Fetch the complete documentation index at: https://guide.casepoint.com/llms.txt

Use this file to discover all available pages before exploring further.

Workflow

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Workflow Configuration options are available from the Case Type Components panel, as shown below:

  • Click a specific workflow under the Workflows header to open the Workflow Configuration Settings. Refer to the Workflow Configuration section for more information.

  • Click on the Edit icon next to a workflow name to open the workflow for editing in the Workflow Designer. Refer to the Workflow Designer section for more information.

  • Click on Menu Icon next to the Workflow header to view action options: New and Link Workflows. These are described in the following table.

Action

Description

New

Create a new workflow; opens Workflow Designer. Please refer to the Workflow Designer section for more information.

Link Workflows

Redirects to a page where other workflows from other case types within application can be linked with the case type: