Classic Case Builder
Use the classic Case Builder to promote legacy case solutions to workflow projects so that you can manage them directly from Workflow Center. Although you can still work on existing case solutions in the classic Case Builder, you are encouraged to use Workflow Center for new case solutions to take advantage of the features of the integrated workflow environment.
Important: The tools and the functions that are
available in your cloud subscription are based on the functionality
in the equivalent on premise product. The topics that are linked to
here are in the documentation for the on-premise product.
Promote legacy case solutions to Workflow Center
When you're ready to take advantage of the capability offered by the Workflow Center to manage and deploy unified projects, you can promote your case solution to a workflow project. The new workflow projects are automatically migrated to the Workflow Center (where they are labeled as "case solutions" for familiarity). Once promoted, the case solutions are no longer visible in Case Builder.- Launch the classic Case Builder.
- If your solution is flagged with the Solution must be upgraded icon, open the solution to update it to the current version.
- To manage the case solution in Workflow Center, promote it to a workflow project. If the solution is promoted successfully, it appears in Workflow Center. When you next log into the classic Case Builder, the solution will no longer be displayed.
- Edit and develop the case solution in the Designer. See Adding and deploying a case management solution.
- Define activities to work with new or existing processes that are in the same case solution or in a different case solution, process app, or toolkit. See Adding an activity with a new process.
- Create snapshots to manage case solution versions. See Managing snapshots.
- Export the snapshot and install on a workflow server. See Installing snapshots.