How to retrieve specific case related data in the background automatically?

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1

I have a requirement where I have to showcase data from another casetype into a case of a different casetype. I tried Case reference field type but the user has to manually select the particular case ID. But my requirement is that the data should be automatically retrieved from a particular case. How do I do that?

2

Hi @eswac,

As per your requirement if you want to get matching case details automatically you need to create a custom activity on that you need to pass the properties to filter and get the matching case details from another case type and map it to your case.

Regards,

Prasad.

3

Hi @eswac,

To achieve this you can follow below steps :

  • Create an activity which implement the business logic that decides which case to open.
  • Make use of Obj methods like obj-browse and obj-open for fetching data and accessing data object.
  • Map data from workobject to current case for further use.

Hope it helps!

Thanks, Ankit

4

Hello @im-ankit

Thank you for your reply. I haven’t tried this method but I’ll look into it.

5

Hi, @eswac

You can use a datapage with lookup as source and fetch the needed case data.

6

@DINESH

Hi

Yes, I understood the approach. Thank you for taking the time to reply to the question.

7

@Prasad Reddy Muddam

Thank you so much for the reply, I haven’t tried this approach, but I’ll try look into it.