Enabling Custom Case Management Workflows with Save to Case

The Save to Case feature allows app builders to perform advanced case operations—such as creating, updating, closing, or linking cases—directly within a form, without requiring standard case management setup. Most concretely, save to case allows you to make changes to cases that are not currently open in the form. This gives you much more flexibility when designing applications, especially in complex workflows or survey-style forms that don’t rely on case lists.

With Save to Case, you can:

• Create cases of any type, with full control over case properties and ownership

• Update or close any case as long as the case ID is known

• Define or modify relationships between cases, such as reassigning a child case to a new parent

• Change a case’s type dynamically

• Update multiple cases from repeat groups at once

Because this functionality is embedded inside the form, it operates independently from the case list and detail screens—making it ideal for workflows that require more dynamic or customized case behavior.