Defining supporting processes for a stage
You can define supporting processes that users can run when a case is in a specific stage. By allowing users to choose when additional processing is needed, you can reduce complexity in the life cycle of a case.
- In the Explorer panel, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Optional actions.
- In the Stage-only actions section, click a stage name, and then click +Action.
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Choose a supporting process.
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To add a new process, click Process.
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To add an existing process, click
and then select a process.
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- Replace the default label for the process with a name that describes the purpose of the process.
- Optional: To control whether this process is an available option at run time, press the Down Arrow key in the Allowed when field and select the name of a when condition.
- Optional:
Add steps to your process to define tasks that users can perform when they choose to
run the process.
- Click + Step.
- Click a step type from the palette that is displayed, and replace the default text with a step name.
- Click Save.