# Enable Automated Case Promotion for Non-Cases

Learn how to configure your Vault to support Automated Case Promotion for Non-Cases.

## About the Feature

In 23R2, Automated Case Promotion is now supported for non-Cases. For example, Cases that do not need to be reported to any Health Authorities.

There are two options to enable Automated Case Promotion for the non-Case workflow. You can choose to configure one or both:  
1. [Create a custom non-Case workflow][1] and add an entry action to trigger the Automated Case Promotion process when the Inbox Item enters a lifecycle state.
2. [Add a user action on the Inbox Item][2] to manually trigger Automated Case Promotion for a given lifecycle state.

After following the configuration on this page, see <a href="/en/gr/01131/">Automated Case Promotion</a> for more information.

## <a id="create-a-custom-non-case-workflow"></a>Create a Custom Non-Case Workflow

A non-Case workflow may vary depending on your needs. The instructions in this section are an outline of the steps. 

This configuration includes adding an **Auto-Promote to Case** entry action to an Inbox Item lifecycle state. If you want to create a new Inbox Item lifecycle state specifically for this entry action, complete the steps in [(Optional) Create an Inbox Item Lifecycle State for the Non-Case Workflow][3] first. Otherwise, follow the steps below:
1. Go to **Admin > Configuration > Workflows**.
2. Select **Create**. A **Create Workflow** window appears.
3. Select **Object Workflow** and then select **Continue**.
4. On the **Create Workflow** page, complete the following information: 
    * **Label**: Enter a name for your custom non-Case workflow
    * **Lifecycle**: Inbox Item Lifecycle
5. Save the page.
6. Follow these instructions to create a change state step. When an Inbox Item enters this particular lifecycle state (for example, "Non-Case"), the **Auto-Promote to Case** entry action is triggered. Create a step with the following information: 
    * **Label**: Enter a name for the step. For example, "Change State: Non-Case".
    * **Type**: Action
7. Select **Create Rule**. This rule may vary depending on your needs.
8. Ensure the rule includes the following information: 
    * The action is set to **Change State**
    * Select the lifecycle state in which you want to add the entry action.
9. Save the page.
10. Ensure the workflow is connected from Start to Finish.
11. Select **Make Configuration Active**.

### <a id="optional-create-inboxitem-lifecycle-state-non-case-wf"></a>(Optional) Create an Inbox Item Lifecycle State for the Non-Case Workflow

Perform the following steps to create a new Inbox Item lifecycle state for the non-Case workflow:
1. Go to **Admin > Configuration > Object Lifecycles > Inbox Item Lifecycle**.
2. In the **States** section, select **Create**.
3. In the **State Label** field, enter a name for the new Inbox Item state. For example, "Non-Case".
4. Save the page.

## <a id="add-the-auto-promote-to-case-user-action-for-inbox-items"></a>Add the Auto-Promote to Case User Action for Inbox Items 

Perform the following steps to add the Auto-Promote to Case action on Inbox Items: 
1. Go to **Admin > Configuration > Objects > Inbox Item > Actions**.
2. Select **Create**. A **Create Action** window appears. 
3. Select **Auto-Promote to Case** and then select **Continue**.
4. Save the page.

Perform the following steps to enable the **Auto-Promote to Case** action on specific Inbox Item Lifecycle States: 
1. Go to **Configuration > Object Lifecycles > Inbox Item Lifecycle**.
2. In the **States** section, select the relevant lifecycle state.
3. In the **User Actions** section, select **Edit**.
4. Add the **Auto-Promote to Case** user action: 
    * **Always > Auto-Promote to Case**
    * **Action Label**: Auto-Promote to Case
5. Save the page.

[1]: #create-a-custom-non-case-workflow
[2]: #add-the-auto-promote-to-case-user-action-for-inbox-items
[3]: #optional-create-inboxitem-lifecycle-state-non-case-wf