This documentation relates to an old version of Nuxeo CMF (1.x). You may want to check the latest version if you are using a more recent version.
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Cases can be created in mailboxes with the profile "Case creation" (see the page Working with mailboxes). All the mailbox delegates can create cases in the mailbox.

Creating a case

When you create a new case, you can either create a case and the first case item at the same time, or create an empty case and add an item to it in a second step. In both situations, the case is created as a draft and needs to be distributed to become available to other users in the application.

Creating an empty case

To create a new empty case:

Creating an empty case is possible in CMF 1.7 only.

  1. In a mailbox with "Case creation" profile, go on the Draft tab and click on the New button.
  2. On the window Available document types, click on Case.
  3. Fill in the creation form (see below for the parameters available).
  4. Click on the Create button.
    The case is created and is currently empty. You now need to add case items to it before you can distribute it.

Case creation parameters

Field

Description

Title

Title of the case.

Description

Type an optional text explaining the purpose of the case.

Creating a case and its first item at the same time

To create a new case and its first item at the same time:
  1. In a mailbox with "Case creation" profile, go on the Draft tab and click on the New button.
    The Availble document types window pops up:
    • On CMF 1.0 to 1.6, only the Case item is available.
    • On CMF 1.7, you can choose between a Case item and a Case.
  2. On the window Available document types, click on Case Item.
  3. Fill in the case item creation form (see the Case item creation section for details).
  4. Click on the Create button.
    The case and its first item are created and have the same title. The case is a draft for now and can be edited from the mailbox Draft tab or distributed.

Field

Description

Title

Title of the case item.
If the case item is the first item of the case, the title is also the case's title.

Document type

Type of the case item

Participants

Recipients of the case.
No automatic correspondence with the available mailboxes is processed.

Document date

Date of the case item

Receive date

Date at which the case item was received

Senders

Information on the senders of the case item

Confidentiality

Level of confidentiality of the document.

Origin

Indication of the origin of the document (for instance the organization site)

Reference

Reference of the document (for instance a loan case ID)

Body

A summary of the document's content

Content

The digitized document

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