Related information
Case Type rules
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Complete the fields on the Stages tab to manage the life cycle of your case type. You can also specify validation methods and supporting flows and flow actions.
Tip: Unless otherwise noted below, use Case Designer to set the values of the fields on this tab. The relevant tab names in the contextual property panel of Case Designer have been provided for clarity.
The following groups of fields are available on this tab:
Primary Stages — The list of primary stages and their associated names are set on the Stages & Processes tab of Case Designer.
Alternate Stages — The list of alternate stages and their associated names are set on the Stages & Processes tab of Case Designer.
Settings— The transition method and resolution options for a stage are set on the General tab of property panel in Case Designer.
The Skip stage when field is set on the Validation tab of property panel in Case Designer.
Requirements — The validate rule and list of required attachments for a stage are set on the Validation tab of property panel in Case Designer.
The Service level field is set on the General tab of property panel in Case Designer.
Automatically launched processes — The list of flows that are automatically started when a stage is entered are managed in the property panel of Case Designer.
Click a step name in Case Designer to view the relevant fields and controls.
Optional Processes — The list of flows that can run when a stage is entered are managed on the Actions tab of property panel in Case Designer.
Optional actions — The list of flow actions that can run when a stage is entered are managed on the General tab of property panel in Case Designer.