Passing Data to Another Case

Data propagation maps run-time values of properties in your parent case type to properties in child or spin-off case types. By sharing information among case types, you can make data-driven decisions.

The Role of Data Propagation

Data propagation is the mechanism of copying data within the case hierarchy. By sharing data among cases, you save time and provide relevant information to case workers.

Data propagation ensures that the appropriate information is propagated to a child case. 

Data can also be propagated when creating spin-off cases.

For example, a purchase request case might spin off a supplier case if a new supplier is provided in the purchase request.

Data propagation happens on case creation.

When you propagate a property from a parent case to a child case or spin-off case, and the property value later changes on the parent case, the property on the child case does not get updated.

 

Data Propagation Example

1. A purchase request case may initiate an inventory selection child case when units in stock must be confirmed.
2. Each line item in the purchase request contains a product identifier and a quantity.
3. The inventory selection subcase then uses the product identifier and quantity to verify that the units are in stock.

 

Two Data Propagation Options

Options for specifying the properties to propagate from a parent to a subcase in the Case Explorer: 

1. Define properties directly one-by-one or specify a data transform. If you need some conditional logic to determine what to propagate, use a data transform. For example, use a data transform to loop through a list and only propagate items that were selected. 
2. Create child cases and spin-off cases using the create cases utility in a stage step. The create cases utility allows you to propagate properties using a data transform.