Associating the Dynamic Evidence Type with a Case Type

It is possible that you already have at least one Case Type registered on your system with which you could associate your new Dynamic Evidence Type, but this example assumes that you want to create a new Case Type from scratch.

Note: It is Dynamic Evidence Types, not the finer-grained Dynamic Evidence Type Versions, which are associated with Case Types. If a Dynamic Evidence Type has more than one Version, then all of the Versions are effectively associated with the Case Type; in this respect, the evolution of a Dynamic Evidence Type is linked to the evolution of any Case Types with which it is associated.

To create a new Case Type, in this example an Integrated Case Type, perform the following:

In the Administration Workspace Shortcuts panel, click on 'Case', followed by 'Integrated Cases'. This will open the 'Integrated Cases' list page, a listing of all currently defined Integrated Case Types on the system.
Click on the 'New...' button
On the 'New Integrated Case Type' dialog which appears, enter the following information and then click 'Save':
Integrated Case Type: Sample Integrated Case

All other fields in this dialog can be left with their default values.
Click on the 'Sample Integrated Case' link in the 'Type' column of the Integrated Cases list page

This will open up the 'Sample Integrated Case' homepage. Finally, to associate our Sample Income Dynamic Evidence Type with our new Integrated Case Type, perform the following:

Click on the 'Evidence Types' content tab
Click on the 'Add Evidence...' button
On the 'Add Existing Evidence Type' dialog which appears, enter the following information and then click 'Save':
Evidence Type: Sample Income

Category: Income

All other fields in this dialog can be left with their default values.

At this point, we have done all of the necessary administration, and all that remains is to test our new Dynamic Evidence Type by creating Case Evidence in respect of it as a case worker. This is accomplished in the final step in this simple example.