You can define supporting processes that users can run 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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In the palette that is displayed, do either of the following:
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If you want to add a new process, click Process.
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If you want to select an existing process, click More, and
then click Processes and select a process from the list that is
displayed. The steps in the process are listed.
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Replace the default label for the process with a name that describes the purpose of the
process.
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Select one or more methods for running the flow:
Tip: Select at least one check box. Otherwise, the flow is listed as a
supporting process but never runs.
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Select the Manually start check box to allow users to run the
flow in any stage in the life cycle of a case.
You can optionally enter a when condition in the field that is displayed to control
when the flow name is displayed in the actions menu of a case.
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Select the Automatically start when this case starts check
box to start the flow when a case is created.
You can optionally enter a when condition in the field that is displayed to control
when the flow runs.
- Optional:
Add steps to your process to define tasks that users can perform when they choose to
run the process.
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Click + Step.
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Click a step type from the palette that is displayed, and replace the default text
with a step name.
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Click Save.
When a supporting process runs, it is inserted as a step in the current stage of the
case.