Case Type

A case is controlled by the case type that it references. Some aspects of the case that are controlled by the case type include:

• The lifecycle of the case
• The applicability of a person, account, and/or premise on the case
• Which fields are required during the various stages of a case's life
• Which users can access cases of a given type
• Additional processing that should take place when a case enters or leaves a given state

Refer to Case Type Controls Everything for a description of the business rules that you control when you set up your case types.