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Adding a user action to a process

You can add an assignment to a process that is preconfigured with an action that a user can take to move a case closer to resolution. By reusing user actions in your application, you can design case types more efficiently.

  1. On the Life cycle tab of Case Designer, hover on a process in a stage and click + Add step.

  2. In the palette that is displayed, click More.

  3. Click User actions to display a list of flow actions.

    To change which flow actions are displayed in this list, use the Relevant Records tab on the Application Inventory landing page.

  4. Click the name of a flow action and review the description that is displayed.

  5. Click Select to add an assignment to the process that displays the flow action to users at run time.

  6. On the General tab of the contextual property panel, enter values in the fields to indicate how the assignment is routed.

  7. Click Save.

Tip: Click Configure view to modify the fields on the form that is displayed to users when the assignment is processed.

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