Need to Create Multiple Child Cases from one Case Dependent on a simple field.

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Posted on by Weldarb

I need to create child cases and assign them to different teams based on Yes/No fields I have created on the case form. For example if a patient calls in and says they need assistance with their laboratory work, a new physical therapist and see their primary care physician I need to create 3 child cases from the parent case. There is one lookup ahead of these fields as well that allows an agent to pick the region the customer is in. For example Baltimore or Virginia.

The way I constructed my workflow is simple, this is a demo however its not working. Basically I created one workflow that has conditions and at each condition creates a new child case. It seems that once the 2nd cases created from the parent the 3rd is attempting to be built against the 2nd rather than the parent causing an error. Here are some screen shots.

Here is the workflow for the 1st case, the Parent.

Step-2.5.png

Here are all the processes, my single workflow created two processes at the same time stamp of 3:24 pm???

1641.Step-3.png

This is the process from the first round to create the 2nd Case

7026.Step-2.png

Another process seems to be created separate from the 2nd case for the 3rd Case however it fails with an error message.

1641.Step-3.png

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ashlega 34,475 on at

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RE: Need to Create Multiple Child Cases from one Case Dependent on a simple field.

What about that if.. otherwise? It seems you just need to make it a new condition step instead.. Right now it's, basically, one or another but not both.
Weldarb 9 on at

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RE: Need to Create Multiple Child Cases from one Case Dependent on a simple field.

I tried it and it still not working, but its not failing now. I created a new Branch as you suggested as you can see below, it still runs two times for one "On Demand" Request but the second one has a green check box at "IF the Parent Case does not contain data then:" The first Case is created for Primary Care, but no Case is created for for Rehabilitation. Any other ideas?

IF the Parent Case does not contain data then:

IF Service line equals [Baltimore] then:

IF Primary Care equals [Yes], then:

Create Case

Otherwise, if Case: Rehabilitation equals [Yes]

Create Case

Stop Workflow with a status of succeeded
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ashlega 34,475 on at

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RE: Need to Create Multiple Child Cases from one Case Dependent on a simple field.

Hi Again!

they are all cases, so you workflow starts for all of them. Add a condition at the very top of your workflow to verify if your "current" case does not have any data in the "parent case" field. If there is some data, just stop the workflow