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Chapter 2. Creating a case
A case project is a type of project in Business Central that is configured for case management. When you create a new case project, the following configurations are set automatically in Business Central:
-
Runtime strategy is set to
Per Casein order to correctly initialize the Process Server. - Case file and documents marshallers are configured. These marshallers serialize case file data and attached documents across the entire case.
-
WorkDefinition.widfiles are created in the project and its packages to ensure case-related nodes such asMilestoneandCasesare available in the case definition design palette.
Procedure
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In the MySpace space in Business Central, click the down arrow next to the Add Project
Case project. - In the Add Project wizard, complete the required project information and click Add.
-
To check that the case project has been set up correctly, click Settings
Deployments. -
Verify that the Runtime Strategy is set to
Per caseand that the Marshalling Strategies include a case file marshaller and a documents marshaller.
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