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    Fundamentals overview

    This section covers the core building blocks of the Casewhere platform. Whether you are a configurator designing solutions in Casewhere Admin or a developer writing scripts and plugins, these articles will help you understand how the platform works and how to use it effectively.

    Core concepts

    Concept Description
    Product The top-level container for organizing and managing Casewhere resources
    Worker site The front-end application that end-users interact with
    Page and widget UI building blocks for displaying data and collecting user input
    Data class Defines the data model — attributes, types, relationships, and validation
    Data source Custom data queries for widgets and scripting
    Process Business processes that group related cases
    Rule Reusable logic for access control, navigation, triggers, and more
    Workflow The execution engine — defines how data is created, updated, and processed
    Plugin Extend Casewhere with custom .NET code
    CMS Content management for widget templates and static content
    Theme Customize the look and feel of worker sites
    Source Control Version-control your configuration in a Git-tracked folder
    AI Integration (MCP) Build and maintain solutions with AI assistants through the MCP server

    Getting started

    A typical Casewhere solution is built by:

    1. Modeling data — Create data classes to define your entities and their attributes
    2. Defining processes — Set up processes to represent your business workflows
    3. Building workflows — Design workflow definitions with forms and scripts to handle user interactions and automation
    4. Configuring rules — Use rules to control access, navigation, and triggered behavior
    5. Designing the UI — Create pages and widgets on worker sites for your end-users
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