Pausing a process in a case

You can use the Wait shape to pause a process in the life cycle of a case. By defining the conditions that cause a process to wait, you can create dependencies among cases in your application.

  1. Add the Wait shape to the life cycle of your case.

    1. On the Workflow tab, click Life cycle.

    2. Hover over a process in a stage, and then click + Step > More > Utilities > Wait.

      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.

    3. Click Select.

  2. Define the conditions that must be met before the process can resume.

    To wait until a dynamic date or time is reached:

    1. In the Wait type list, select Timer .

    2. Click Reference date/time .

    3. Define a date in one of the following ways:

      • In the Date/Time field, press the Down Arrow key, and select the name of a property that stores a date and time.

      • Click the Gear icon next to the Date/Time field, and create an expression that returns a date and time value.

        For more information about expressions, see: Building expressions with the Expression Builder

    To wait until a static amount of time has passed:

    1. In the Wait type list, select Timer .

    2. Click Set date/time interval .

    3. Enter integers in one or more of the fields that are displayed, based on the interval of time that the case must wait.

      For example, you can pause processing for a number of months, or you can be more specific by providing a number of hours and minutes.

    To wait for one or more cases to reach a specific status:

    1. In the Wait type list, select Case Dependency .

    2. In the Wait for (Case type) lists that are displayed, define the type of cases on which the process waits:

      1. In the first list, select Any or All to indicate how many cases must reach a specific status before the process resumes.

      2. In the second list, select the case type from which the cases are created.

        Note: To select a case type that is not in the list, select Other from the Scope list, and then provide the class that defines the case type in the Class field.

      3. If the case type has more than one parent in your case type-hierarchy, select an option from the Scope list that identifies the instance on which the process waits.

    3. Click To reach status.

    4. In the field that is displayed, press the Down Arrow key and select a status value.

    To wait for one or more cases to be resolved:

    1. In the Wait type list, select Case Dependency.

    2. In the Wait for (Case type) lists that are displayed, define the type of cases on which the process waits:

      1. In the first list, select Any or All to indicate how many cases must be resolved before the process resumes.

      2. In the second list, select the case type from which the cases are created.

        Note: To select a case type that is not in the list, select Other from the Scope list, and then provide the class that defines the case type in the Class field.

      3. If the case type has more than one parent in your case type-hierarchy, select an option from the Scope list that identifies the instance on which the process waits.

    3. Click To be resolved.

      A case is resolved when the case status is set to a value that starts with the word "Resolved."

  3. To allow case workers to cancel the wait conditions so that they can continue processing a case, select the Users can choose to continue process check box.

    When you select this option, the underlying assignment that supports the Wait shape becomes eligible for not only manual processing but also routing logic, bulk processing, and transfers in your application.

  4. Click Save.