› Workflow › Case definitions › Design a case

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.

  1. Navigate to Workflow > Case definitions.

    The Case definitions page appears.

  2. Click New.
    The New case definition Design view opens in a new browser tab.
  3. 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.

  4. Configure the properties as needed. See Process properties.
  5. 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.

  1. Navigate to Workflow > Case definitions.

    The Case definitions page appears.

  2. Click New.
    The New case definition Design view opens in a new browser tab.
  3. Click the Chat with Copilot icon in the bottom right corner.

    The floating Chat with Copilot window appears with the following message: "Welcome <username>, what type of process would you like to create? An example process might be "Approve expense claim."

    The chat window also includes the Learn more about use of AI link. Click the link to know more about Tungsten Automation's commitment to responsible AI and compliance.

  4. In the Chat box, enter your request:
    1. Do one of the following:

      • Use plain text such as "Approve expense claim".

      • Use the attachment icon to upload images and files and then enter your request such as "Create a process using the image".

        • When you upload an image, a thumbnail is displayed, and the image content is passed as input to the provider. The image types of JPEG, PNG, JPG, GIF, and WebP are supported. If an unsupported type is used, an error appears.

        • When you upload a file, the text from the file is passed as input to the AI provider. The file types of .xml, .csv, .txt are supported.

        • When you request the AI provider to create a process based on the image, not all models support the use of images. Currently, the supported model is "gpt-4-vision-preview."

        • When you request the AI provider to create a process based on the uploaded file, the vision model is not supported.

    2. Click the Return icon or press Enter.

      You can cancel your request by clicking the stop button . This stops the AI provider from generating the response.

    The Copilot returns the following response:

    • A process (read-only) with a process name. You can save and release the process.

    • The read-only Properties panel.

    • A message in the Chat window: "A process has been generated. Are you ready to generate the process or would you like to make any changes or request changes via the chat such as add an additional task?"

    • The options to generate the process or start over creating the process.

How to: