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Use the Stages tab to define settings for case lifecycle management designs as configured on the Case Designer landing page Stages & Processes tab. It is a best practice to make your updates in the Case Designer rather than on this tab. See Using the Stages & Processes tab.

Primary Stages

Use these settings to define the stages and steps in the primary path of your design.

Field

Description
Stage Enter a name that appears as a label on the chevron in the stage design.
Validation SmartPrompt Optional. Select a validation rule that tests whether the tasks and processes in the stage can begin. If the validation fails, the user is returned to previous stage with validation error messages.
Skip when SmartPromptSelect a when rule that must evaluate to true in order for the system to automatically skip the steps in this stage and proceed to the next stage.

Automatically Launched Processes

 

SmartPromptSelect a flow that can be added to an open case created by a previous step execution.

Parameters — The parameters in the array are defined on the flow's Parameter tab. Enter values that will appear when the property appears on a work form

SmartPrompt Optional. Select a when rule that must evaluate to true in order for the system to start according to the Start Step selection.

 

Select either:

  • upon stage entry — The step starts when the case enters the stage. This enables steps to be started in parallel when entering a stage.
  • upon completion or skip of previous step — This step starts only when the previous step is skipped or complete.

This field does not appear for a stage's first step. The first flow a stage will always start upon entry.
Launch on re-entry? Not available if you selected upon completion or skip of previous step. Select if you want to initiate the step again if case processing enters this stage again. For example, a subsequent stage may be configured to return to this stage. Selecting this option allows the step to run its process.
Manually Launched Processes SmartPrompt Select to allow a caseworker to start this process from user forms, or Case Manager and Case Worker portals.

SmartPrompt Optional. Identify the When Name key part of a when rule that must evaluate to true in order for a caseworkers to start this process.
Local Actions

SmartPrompt Add a local action that users can manually start within this stage only.

SmartPrompt Identify the When Name key part of a when rule that must evaluate to true in order for a caseworkers to start this action.
Transition

Select one of the following:

  • Occurs automatically when all stage processes are complete — The system makes the stage transition when all steps that were started in the stage are completed (including any optional processes), or when all the steps in this stage were skipped (as defined by the Skip when condition).
  • Occurs manually by end user or as defined in a process model — Transitions occur only by user selection or as defined in your process (for example, transitions controlled by case, stage, flow-wide, or assignment local actions).

You can configure automatic or manual transitions to the next stage within a stage step using the Change Stage smart shape , pxChangeStage activity, or pyChangeStage flow action. For example, if you select the Occurs automatically option, you can use the pyChangeStage flow action to also allow manual transition at any point .

Alternate stages

Use this section to define the stages in the design's alternate path. See the descriptions for these fields in the Primary Stages section above.

Definitions action section, cover, instantiate
Related topics About flows

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