Defining a life cycle for a case type
You can define a life cycle for your case type. By organizing your business logic into stages, processes, and steps, you can create the different paths that a case follows from creation to resolution.
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For each high-level phase that a case can enter at run time, create a stage.
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Configure each stage by performing the following steps:
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Create a process for each logical group of tasks that a case follows when it is in the stage.
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Define
the validation criteria that must be met before a case enters the stage.
You can validate the following items:
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Define the supplemental actions that a case worker can take while a case is in the
stage.
Optional: Define the supplemental actions that a case worker can take while a case is in the stage.
You can define the following types of actions:
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Configure each process in a stage by adding one or more of the following steps, which users, your application, or an external application perform:
For more information about the functionality that each type of step provides, see: Step types.
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Define the supplemental actions that a case worker can take while a case in any stage of the life cycle.
You can define the following types of actions:
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To enhance
your life cycle with advanced functionality, use the Flow form to create, update, and
integrate flows.
For more information, see: Creating a flow.
You can test your life cycle by creating a case and processing it.