Promoting reuse with relevant records

Follow the steps below to complete your assignment:

1. Create the Demos application
2. Create the Reuse case type and case life cycle

Create the Demos application

1. From your exercise system, log on as [email protected].
2. From the Application menu, launch the New Application wizard.
3. In the configuration panel, select Custom.
4. In the Name your application field, enter Demos.
5. Select the Advanced configuration link.
6. In the Advanced configuration dialog, do the following:
   1. Select Implementation as the application structure.
   2. Select FSG as the Organization.
   3. Click Save to save your updates and close the dialog
7. In the New Application wizard, click Create application.
8. In the Optionally, add users screen, add the following operators:
   1. Admin@Demos (Administrator)
   2. Author@Demos (Author)
9. Open the two (2) new Operator records (Admin@Demos, and Author@Demos) you just added and complete the following steps:
   1. On the Security tab, disable the Force password change on next login check-box.
   2. On the Security tab, select Update password and set the password to rules.
   3. Save the changes to the operator record.
10. After creating the new Demos application and editing the new operators, log off.

Adding the Reuse case type

1. Log on the Demos application as Author@Demos.
2. Click on Case Types then click New.
3. Enter Reuse as the case type name.
4. In the Data Model tab add Field1 and Field2 using different types such as Text and Decimal.
5. In the Workflow tab, add a Life Cycle and define two stages: Enter Test Data, and Resolve.
6. Configure the stage resolution for each stage as follows:
   1. For the Enter Test Data stage select Automatically move to next stage.
   2. For the Resolve stage select Resolve the case.
7. Add a step to the first process in the Enter Data stage.
   1. Select Collect Information as the step type.
   2. Label the step Enter data.
   3. In the contextual properties panel, click Configure View.
   4. Expand Fields. Observe Field1 and Field2 are visible to the case.
   5. Click the plus (+) icon to the right of Field1 and Field2. You can also drag and drop the fields into the form beneath Add field.
   6. Click Submit.
8. Save the case type in Case Designer, then log out.