Step types
Each step in a process has a type, based on the functionality that it provides. By using a variety of step types, you can create processes that are interactive.
For example, you can use steps in a Mortgage case to retrieve a customer's financial history, prompt a case worker to calculate a new interest rate, and notify a case manager when the terms of the loan are ready for approval. You choose a step type when you define a life cycle for a case type.
The following step types are supported:
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Collect information - Assigns a task to a user or work queue.
You must create a form with fields for this task.
This type of step adds the Assignment shape to your process. There is no flow action defined on the outgoing connector.
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Approve/Reject - Assigns a task to a user, typically a manager, to review case information and then decide whether the case is approved.
You can customize the form for this task.
This type of step adds the Approval shape to your process.
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Processes - Calls another process from the current process.
This type of step adds the Subprocess shape to your process.
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User actions - Assigns a task with a defined action to a user or work queue.
This type of step adds the Assignment shape to your process. The outgoing connector is configured with an existing flow action.
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Utilities - Provides preconfigured functionality, such as sending an email or creating a case.
This type of step adds a corresponding smart shape to your process.
To create steps with advanced functionality, add shapes to the underlying flow that supports your process.