Automated Case Routing ships as a separate module supported on Case Management Studio v24.1.1.3 and higher. Once installation and setup are complete, this module adds a separate Assignment Rules site to Case Management Studio, allowing case managers to configure business rules to automate case assignment and routing for incoming cases.
This guide outlines the steps for downloading and installing the Automated Case Routing module and integrating it with your Appian Case Management Studio Base application. The steps include:
The first step in installing the Automated Case Routing module is to download the software package that contains the following files. These files will be used in the remaining setup steps.
01.AutomatedCaseRoutingv1.0.0.sql
AutomatedCaseRouting.zip
To download the software package:
AutomatedCaseRouting.zip
to access the installation files.The following plug-in is required in order to import the Automated Case Routing module. By default this plug-in is required for the base application and should be present. Please verify that the latest version is present in the target system.
To create the structure for the database tables, views, and other objects that are a part of the Automated Case Routing module, you need to run a DDL script in your database.
To create the database objects:
01.AutomatedCaseRoutingv1.0.0.sql
file downloaded in Step 1.Next, you need to import the application into the target environment.
To import the application:
AutomatedCaseRoutingv1.0.0.zip
file that was downloaded in Step 1.Now that you have installed the Automated Case Routing module, follow the steps in Setting Up Automated Case Routing to start using this functionality with Case Management Studio.
Installing Automated Case Routing