Overview
As noted in the previous guide: Creating a "Case Instance", you can create at least one Case Type for however many unique workflows fit within the theme of your Case Instance.
This article will provide the basic set-up of a case type, and link to detailed guides on in-depth customisation options you may wish to utilise.
Basic Set-Up
To create a Case Type:
Navigate to *Your Case Instance* --> Manage *Your Case Instance* Types
In our example:
Select New Prospect Type
You will be taken to a standard New Case Type screen:
Main fields:
Title: The title of the workstream that will appear in the dashboard
Name: The “machine name” of the case type - you can ignore this as it is set automatically
Instance: Defined in our Creating a "Case Instance" guide
Description: Details of the workflow
Enabled: Whether the Case Type is active or not
Activity Assignment Settings
Restrict to Groups: Activities can only be assigned to chosen group members
Restrict to Website Users: Activities can only be assigned to users with accounts
Case Roles tab
Here you can select which roles will be available on the records
Assign to Creator: select which role should be assigned to the creator of the record
Is Manager: Select which role will be considered the manager of the record
Restrict to Groups: Limit to certain groups
Add Role menu: Choose an existing role or create a new one within the same menu
Case Statuses tab
This is covered in Section 3 of our Set Up Pipeline Stages article.
Activity Options
In our Timelines and Sequences guide, we provide step-by-step instructions on how to implement complex activity options on a case type.
Which activity types are available in the case type generally, can be configured in the Activity Types tab:
Activity types can be added using the Add activity type menu, or new types can be added from the same menu. You can limit certain activities by number per record.