How to Create Case Categories and Case Types

Overview

Cases are a vital part of case management applications and represent a a series of tasks of to complete or a multi-step problem to solve. Once a case is created by a user, the new case kicks off a workflow, which is a process with numerous case workers and tasks involved in resolving an issue or completing a process. Case management studio allows you to manage both the cases and workflow in a centralized place.

An individual case is made up of data submitted by a user about an issue or request and provides case workers with the information they need to complete the case. In case management studio, there are two main containers for cases that allow you to define exactly the data you and your users need, as well as configure how it is captured and displayed: case categories and case types.

This page will provide a brief overview of what case categories and case types are and how to configure them.

What are case categories and case types

In case management apps, case categories and types work together to create data structures that are both simple to understand and allow you to efficiently reuse data fields throughout your app. A case category is a container used to organize similar or related case types and share common data fields across them, allowing you to easily organize case types based on your own set of criteria. A case type is a smaller container within a case category that holds the case specific data, tasks, and workflow for a specific kind of case.

You can configure case categories and case types to fit the overall organizational and data needs for your use case. For example, a case management app for a real-estate company might have a case category for all cases and requests related to their residential rental buildings. The case types in this case category might be maintenance request from residents, new resident applications, resident renewal applications, etc.

Case categories consist of two tabs:

• Details
• Data

Case types consist of five tabs:

• Details
• Data
• Intake form
• Workflow
• Summary page

Creating a case category and case type

Before you can create case types and workflows for your case management app, you first need to create case categories.

To create a case category:

1. If there are no case categories in your app, click CREATE CATEGORY on the Studio landing page.
2. If there are already case categories in your app, click CASE TYPES in the navigation bar.
3. Click + Create Category.
4. Enter a name, and optionally add a description or background image for the category.

Details tab in case categories and case types

Once you've created a case category, you can open it and view the case category details on the Details tab. Both case categories and case types use the Details tabs as their default landing pages.

Details tab in a case category

From the Details tab in a case category, you can:

• View the case category name and description.
• View all case types in the category.
• Edit the case category.
• Create new case types.
• Drill into existing case types.

Create a case type

From within a case category, you can create a new case type.

1. From the Details tab of a case category, click + Create Case Type.

2. Enter the following case type settings:

   Field	Required	Description
   Category	Yes	The case category that they case type is contained in.
   Name	Yes	The name of the case type.
   Prefix	Yes	The case type prefix. This helps to distinguish your case type from others with similar names.
   Description	No	Context about your case type.
   Default SLA	No	The service level agreement to apply to your case type.
   Default priority	Yes	The priority to apply to all cases in this case type, unless otherwise specified.
   Default Assigned Group	No	The group that will handle all cases in this case type, unless otherwise specified.

You can also create a new case type from the All Case Types page by clicking CREATE CASE TYPE in the case category card.

Details tab in a case type

From the Details tab within a case type, you can:

• View and edit the case type settings displays.
• View the configuration status for the case type, which shows how many case type pages are configured.

Data

Both case categories and case types have Data tabs, where you can view the the data fields associated with the case category, case type, and all cases respectively.

Data tabs in case categories and case types

In the Data tab in a case category, you can:

• View, edit, and create new common data fields for all case types in the case category.
• View, edit, and create new common data fields for all case types in the app.
• View a visualization of the case type and category hierarchy.

From the Data tab in a case type, you can:

• View, edit, and create new data fields specific to the case type.
• View, edit, and create new common data fields for all case types in the case category.
• View, edit, and create new common data fields for all case types in the app.
• View a visualization of the case type and category hierarchy.

Data fields

Data fields are the types of data you can include and configure in your case categories and case types to get the information that you need to complete tasks and resolve cases.

Data fields can be specific to a case type, shared by all case types in a case category, or shared by all case types in the app.

Using a combination of both shared and specific data fields not only allows you to easily set up data fields once and use them across your app without having to recreate the field, but it also allows you to hone in on the specific data needed for a case type without having to apply the unnecessary data fields elsewhere.

Adding and configuring data fields

When you create a case category, add data fields to it that will be common to all case types in the category.

To add data fields to a case category:

1. From the Data tab of a case category, click ADD CUSTOM FIELDS, then + ADD DATA FIELDS.
2. Enter a Name for the data field.
3. Select a Type for the data field that matches the kind of data you want to capture in this field.
4. Click CREATE.

Once you've added data fields to your case category, you can add data fields to your case type.

To add data fields to your case type:

1. From the Data tab of a case type, click ADD DATA FIELDS, then + ADD DATA FIELDS.
2. Enter a Name for the data field.
3. Select a Type for the data field that matches the kind of data you want to capture in this field.
4. Click CREATE.

Choosing the right type of data fields for your cases

When creating data fields, it is important for the overall health and performance of your application to choose the data type that best matches the kind of data you need from each data field.

There are 7 data types to choose from:

• Short text
• Long text
• Number (integer)
• Number (decimal)
• Date
• Date and time
• Boolean
• Choice list

Here are some examples of common data field and data type pairings:

Example of data to enter	Type of data field
Short written response	Short text
Phone number or any series of numbers that uses formatting	Short text
Written response of a paragraph or more	Long text
A numerical total, measurement, or any number you could perform a calculation on	Number (integer) or number (decimal)
Month, day, and year only	Date
Time of day, plus the month, day, year	Date and time
True/false or yes/no responses	Boolean
Reference data used in dropdowns, like statuses	Choice list

Creating a well-defined architecture for your data is called data modeling. In case management apps, a data model is a representation of all of the information available in your case categories and case types for your application. To learn more about data modeling throughout Appian, check out Data Modeling with records.

Intake Form tab in case types

The Intake Form tab is only in case types and allows you to create, edit, and preview an intake form that end-users of your process will use to initiate case creation.

In the Intake Form tab, you can use the form builder to create and edit an entire form without using any code.

Configuring intake forms with the form builder

To create and configure a new intake form using the form builder:

1. From the Intake Form tab, click Create Intake Form.
2. Select START FROM SCRATCH.
3. In the Label field in the right pane, add a title to the first page of your form.
4. Drag and drop fields from the left pane onto the page.
5. In the right pane, enter a Label for each field.
6. (Optionally) Enter Instructions to help your users understand the purpose of the field.
7. Select the Required checkbox to make a form field required for submission.
8. Under Stored To, click SELECT DATA FIELD.
9. To store data from the form field to an existing data field in your case type, case category, or all cases select Use Existing Field.
   • Select an existing data field to store the form field data.
   • Click SUBMIT.
10. To store the data from the form field in a new data field, select Add New Field
    • Enter a Name for your new field and choose to add the data field to all cases, the case category, or the case type.
    • Click SUBMIT.
11. Under Validations, click + Add to add validations to your form field.
    • For Criteria, select the validation to apply to the form field, such as a max character count. Fill out any additional information required for the validation.
    • Click SUBMIT.
12. To add a new page to your form, click ADD PAGE in the center pane. You can reorder pages using the arrows.
13. When you're finished configuring your form, click SAVE.
14. Click CLOSE to exit the form builder.

To further customize an intake form built in form builder, a low-code developer can edit the intake form as an interface in Appian Designer.

Workflow tab in case types

The Workflow tab is only in case types. From the Workflow tab in a case type, you can:

• Configure the case type workflow.
• Create, edit, and organize tasks and milestones.
• View milestones and tasks for the case type.
• View a visualization of how tasks connect together to form the case type workflow.

Tasks represent the actions and steps taken by users in order to complete the case workflow.

Milestones are color-coded categories for your tasks that you can optionally create to help visually organize and easily distinguish different tasks. Milestones are case type specific and tasks can only have one milestone assigned to them.

Configuring tasks

To configure the workflow for your case type, start with adding tasks:

1. From the Workflow tab, click CONFIGURE WORKFLOW.
2. Click ADD TASKS.
3. From the Add Tasks dialog, click Add Task.

4. In the Create Task dialog, configure the following task properties.

   Property	Description
   Name	The name of the task.
   Task Type	The kind of activity the task represents. There are three task types: confirmation, decision, and document upload.
   Default Assigned Group	The group that has permission to perform this task, unless otherwise specified.
   Default SLA	The service level agreement to apply to the task, calculated in business (working) days.
   Question	The question for your users to answer. Questions are required for the Decision task type.
   Response Options	The optional responses for your users to choose from. Response options are required for the Decision task type.
   Description	Description of the task. This text box contains many text formatting options, so you can write the best description of the task, including instructions, for your users.

5. When you're done adding tasks, click ADD.

Once you have created tasks you can add them to your case type workflow. To add these new tasks or previously existing tasks to your workflow:

1. From the Configure Workflow page, click ADD TASKS.
2. In the Add Tasks dialog, select the tasks you want and click ADD.
3. (Optional) To set dependents (tasks that comes directly after and rely on this task), click +ADD DEPENDENT and select a task.
4. Click UPDATE.

Configuring milestones

Once you've created and added tasks to your workflow, you can now add milestones to help visually organize your tasks. Milestones are specific to the case type in which they are created and can only be added or edited in the Workflow page of that case type.

To add a milestone:

1. Beside Milestones, click Update.
2. Click ADD MILESTONE.
3. Add a name for the milestone and either add another by clicking + ADD MILESTONE or finish by clicking UPDATE.

To add a milestone to a task:

1. Beside Tasks, click Update.
2. Click a task.
3. For Milestone, select a milestone from the dropdown.
4. Click UPDATE.

Once you have milestones created, you can add a milestone to a task directly from the Add Tasks dialog.

Adding task blocks to case types

Task blocks are groups of tasks that are chained together to create flexible pathways within a workflow. Task blocks aren't specific to a case type and can be reused across all case types.

You can view and add relevant task blocks to your workflow from the Add Tasks dialog, but you can't create or edit task blocks within a case type. For instructions on creating a task block, check out How to Create Tasks and Task Blocks.

To add an existing task block to your case type workflow:

1. From the Add Tasks dialog, click Task Blocks.
2. Select the task block.
3. (Optional) Select a milestone for each task in the task block.
4. Click ADD, then click UPDATE.

Summary page tab in case types

The Summary Page tab is only in case types and allows you to configure the summary page in Workspace that users will see when they view any case in the case type.

From the Summary Page tab, you can:

• Add and edit the data to display on the summary page for each case.
• Create an edit form to allow users to update the cases.

Configuring display data fields

The Display Data section of the summary page allows you to choose the specific data to show users.

To select data fields to display:

1. In the Displayed Data section, click ADD FIELD.
2. Select the data field to display.
3. (Optional) Edit the friendly name to help users better understand the purpose of the data field.
4. Click ADD.

Configuring edit forms

Edit forms allow users update case data. These forms are created using the form builder, the same no-code tool that's used to create intake forms. To create an edit form, you can either copy the case type's intake form or make a new edit form from scratch.

To create an edit form based on the intake form:

1. In the Edit Form section, click CREATE EDIT FORM.
2. Click COPY EXISTING FORM. The case type's intake form is selected by default.
3. Make changes to the form as needed and click SAVE.
4. Click CLOSE.

To create an edit form form scratch:

1. In the Edit Form section, click CREATE EDIT FORM.
2. Click START FROM SCRATCH.
3. Follow the steps to configure forms in the Configuring Intake Forms section.

Wrap up

Congratulations, you've finished setting up your case type!

Hop over to the Details page to see your completed Configuration Status. Or check out visualizations and previews of your data and configurations on the Data, Intake Form, Workflow, and Summary Page tabs of your case type.

If you need to make changes to your case category, case type, or forms, you can either edit them in Studio or make further configurations to their corresponding objects in Appian Designer.

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