Design a case
Create a case in the same way as you would create a business process.
You can also generate a case using Generative AI.
The Chat with Copilot icon helps you open a Chat window where you can provide your request and get a response from the Copilot. For tips on how to use a Copilot, see Tips for using Copilot.
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Navigate to
.
The Case definitions page appears.
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Click
New.
The New case definition Design view opens in a new browser tab.
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Add activities, decisions, and end nodes to the Start node.
When you configure an activity with the business rule, create new job, or custom service, and if you double-click on the activity, the configured rule, process, or custom service are opened in a new tab.
- Configure the properties as needed. See Process properties.
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Save or release the case definition.
The new case definition appears on the Case definitions list page and on the Business processes list page.
Generate a case using Generative AI
Generate a case definition using the Generative AI functionality.
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Navigate to
.
The Case definitions page appears.
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Click
New.
The New case definition Design view opens in a new browser tab.
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Click the
Chat with Copilot icon
.
The floating Chat with Copilot window appears with the following message: "Welcome <username>, what type of process would you like to create? An example request might be "Onboard a new employee."
- See Generate a process using Copilot for additional steps.