Adding Linking Workflows as a Component 

1. Log into Case Manager.
2. Select Admin tab. 
3. Select Manage Models node and click the Process Models tab.
4. Click the three-dot Vertical Ellipsis next to any process model.
5. Click Edit then Confirm.
6. Process Model pop up.
   1. "Yes, apply to all existing and new cases"
   2. “No, apply only to new cases”
7. Click Customize Case Details and click Add Process Models under Linking Cases.
8. In the pop-up, select desired model(s) to enable branching to from within the process model.
9. Click Publish. 

Adding Linking Component to a Model

1. Click Process Models tab.
2. Click the three-dot Vertical Ellipsis next to the model user would like to add linking workflows to.
3. Click Edit then Confirm.
4. Process Model pop up.
   1. "Yes, apply to all existing and new cases"
   2. “No, apply only to new cases”
5. Select the Step where to add workflow option.
   1. If editing Custom Content Model, click Add Section to house the Linking Workflow.
6. Locate and select Add Custom Fields.
7. In the Components list, click Linking Workflows. 
8. Drag and drop Create Linked Case to desired location on page and click Save.
9. Locate model that was updated and click Publish.
   1. In the pop-up click Confirm.

Linked Case Only Option

A given model can be hidden from case creation so that users can only create linked cases with the model through another published model.

1. Ensure a given model is published and the above steps have been followed to add it as a linked case option within another model.
2. From the Process Models tab within Manage Models, toggle the option within the Linked Case Only column beside the model to be hidden from case creation; when toggled, a given model will only be able to used in creating cases when selected as a linked case from within another model.