Low-Code Configurations for Case Management Studio

Overview

Within Case Management Studio, you can easily create and configure most functionality for your case management apps without leaving Studio or using any code. Some configurations and certain activities, however, can only be done in Designer.

This page is intended for low-code developers and provides an overview of the configurations and activities to do in Designer for case management apps.

Case Management Studio objects

When you create a new case category, case type, or form in Studio, we automatically generate the underlying objects for them in Designer. Basic configurations and functionality for these objects can be done through Studio, but you can also make changes to the objects in Designer to make more complex configurations and robust case management apps.

Objects generated by Studio

When you create a… in Studio	We create a… in Designer
Case category	Record type for the case category and relationship to the All Cases record type that comes out-of-the-box with Studio
Case type	Record type and relationship to the case category record type
Choice list data field	Record type and relationship to the relevant record type
Intake or edit form	Interface for each form
Summary page	Interface for your Case summary view

In addition to these objects, we also generate database scripts to go with all generated record types for case categories and case types.

Configuring generated objects

In Designer, you can configure and edit objects generated by Studio just like you can configure any Appian objects.

To learn about configuring the record types used for your case types, case categories, and choice list data fields, see our records content or check out the tutorial for record types with a database as a source.

To learn about configuring the interfaces used for your intake and edit forms, see our interface content or check out the interface tutorial. Note that interfaces generated by Studio use functions that are specific to Studio and cannot be used in interfaces for other apps. To learn more, check out Functions for Case Management Studio

Deploying case management studio objects and apps

Like other Appian objects and apps, objects generated by Studio can be deployed to target environments through your existing deployment pipeline. We automatically package up all of the Studio generated objects, so that they are all in one place and ready to deploy when you are.

This package is called Studio Generated Objects and contains the latest modified objects and corresponding database scripts. The package is named based on when it was created. If a package exceeds 50 attached database scripts, another package will be created and any newly modified objects or associated scripts will be placed there instead of the previous package.

For more information on deploying apps, see Deploy to Target Environment.

Case management security

Case Management Studio apps use a combination of groups and object security to assign permission levels to users, which can only be configured in Designer. For more information, see Security in Case Management Studio.

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