How to create a child case when parent case is available?
Requirement: When user upload excel sheet with N number of rows i have to create N number of parent as well as child cases. Here we have E2E case with two parents like RESP and SCRP and in RESP we have an child case Research. This requirement takes about Bulk Case Creation.
Currently we have implemented creating E2E and two parents RESP & SCRP with AddWork activity. Now we have an challenge with creating an Research child to RESP parent.
For this i have an idea with pxAddChildwork activity, but i don't know how to handle this activity. It has so many parameters can any buddy explain me how to use this activity and how about pxAddCoveredWork? Can we use this activity for child creation?
Please have look into attachments, these will provide clear understanding.
Can any one please add your inputs on this.
***Updated by Moderator: Vidyaranjan| Included Categories, Removed user added #helpme and Ask the Expert tags. Apologies for confusion, shouldn't have been an end-user option***
I have reviewed your requirement and understood that you need to create a child case while Parent case is currently being processed. (Correct me if i am wrong).
If this is the case , you can implement this is in many ways. Below are the 2 ways i would like to suggest :
1) You can add a step in the case Designer where ever you want to initiate the Child case and select the Step type as Case. When that Step is reached in the stage automatically a Child case will be instantiated.
2) You can also use Create Case Smart shape in your Process flow and configure the subcase that you want to run in that smart shape. The Subcase/Childcase will be started when that shape is reached in the flow.
I would also suggest you to go through Case management topic in CSSA Acadamy course which will surely help you to acheive your requirement.