Dynamic Case Management application

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Revision as of 00:08, 8 August 2013 by imported>Aeric (→‎Features)

A Dynamic Case Management (DCM) application is one that evolves with you as your processes mature, and which allows for ad hoc procedures (Multi Step Tasks) to be created when existing processes don't quite fit.

Building a DCM App

Using the AgileApps Cloud platform platform, a fairly sophisticated Dynamic Case Management application can be built in a matter of days, and then evolved over time.

For a primer on the subject, see Template:^Build an App article

Features of a DCM App

All DCM apps share an extensive set of features with Database Application, including these:

  • Mobile-enabled, with automatically generated, customizable [{Forms]]
  • Integrate with other applications (whether running on the platform or elsewhere) using a variety of strategies.
  • Use Processes and Rules to automate your procedures
  • Use Email Templates and Document Templates for formatted correspondence that integrates record data


In addition a DCM App lets you:

. All applications allow for collaboration, by assigning Tasks to other users and recording completions in other actions in the history that is attached to each record. In addition, applications can share objects. The Accounts and Contacts objects, for example, are part of ServiceDesk, where they are intended to help manage customer interactions. While they are not automatically included in other applications (which may have no need of them) those objects and others can be made available to an application, using Resource Sharing.


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Note: The ServiceDesk application is a specialized DCM app for handling trouble tickets that provides additional features for customer support. (However, an organization can have only one ServiceDesk application, while it can have as many Dynamic Case Management applications and Database Applications as it likes.

Learn more: ServiceDesk Features