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Adding a process to a stage

You can add a process to a stage in your case type to define a set of tasks that users accomplish as they work on a case. By organizing related tasks into processes, you can control how, when, and by whom work is performed in each stage of the case life cycle.

  1. Open a case type in Case Designer.

  2. On the Life cycle tab, hover over a stage name.

  3. Click the Menu icon and select one option:

  4. In the text field that is displayed, enter a name for the process.

  5. Optional: Enter values in the fields in the property panel to refine how the process runs.

  6. For a sequential process, indicate the run-time order by dragging the process to a different position in the stage.

  7. Click Save.

A simple flow is created with one assignment to support your process. To change the default behavior of the flow, you can configure the assignment by using the property panel, remove the assignment, or add more steps to the process.

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