The Details tab lets you define what type of case store you are creating.
- Specify a Name for your case store.
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Optionally, enter a Description.
If you enter a description, this will be displayed in a tooltip when you hover over the case store in the Pipelines view.
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Select a Case Type. Choose from:
- Case contains record(s) from Data Store(s) - Choose this option when creating a case store that will be comprised of both header and detail records. Case contains record(s) from Data Store(s) means that there is a data store of the Internal Database type which contains detail records, that are associated to the header records within the case store and that can be searched and viewed via the case store user interface.
- Case is not associated with any Record or Stage - Choose this option when creating a case store that is comprised of only header records and does not contain detail records. The header records can come from any type of data store.