You can define flow actions that users can perform while a case is in any stage or step of the life cycle. By allowing users to choose when additional processing is needed, you can support out-of-sequence events in a case.
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In the Explorer panel, click Case
types, and then click the case type that you want to open.
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On the Workflow tab, click Optional
actions.
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In the Case wide actions section, click +
Action.
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To create a new local action, click Collect information, and
then replace the default label for the action with an action name.
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To reuse an existing local action, click , and then select one of the following actions:
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Adjust goal and deadline — Changes the goal and deadline for the
current step of a case.
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Transfer — Reassigns the current assignment to a user or shared work
queue.
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Edit details — Updates case information that was collected from
steps in each stage of a case.
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Create tasks — Adds tasks to the worklist of a user.
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Change stage — Moves the case to another stage in the life cycle.
When you select this option, open assignments are not resolved.
Note: Local flow actions do not move a case closer to resolution.
- Optional:
To control when users can perform the action, press the Down Arrow key in the
Allowed when field and select the name of a when condition.
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Click Save.
At run time, local actions are displayed in the header of a case.