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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 Case in 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.wid files are created in the project and its packages to ensure case-related nodes such as Milestone and Cases are available in the case definition design palette.

Procedure

  1. In the MySpace space in Business Central, click the down arrow next to the Add Project → Case project.
  2. In the Add Project wizard, complete the required project information and click Add.
  3. To check that the case project has been set up correctly, click Settings → Deployments.
  4. Verify that the Runtime Strategy is set to Per case and that the Marshalling Strategies include a case file marshaller and a documents marshaller.