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Adding instructions to assignments


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Provide users with guidance on how to complete their tasks by adding instructions to assignments. When you add instructions for completing steps, you give users independence, and accelerate case resolution.

Add a step to your case life cycle. For more information, see Adding a step to a process.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. In the Case life cycle section, click the step that you want to supplement with instructions, for example, Collect information.

  3. In the Step property panel, click the General tab.

  4. In the Instructions for user field, enter additional information about the step.

    Enter your personal details.
  5. Click Save.

At run time, the instructions appear at the top of the form that the user completes.

  • Learning about 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 make your cases more interactive.

  • Collecting information from a user

    Gather the information that your business process requires by creating an assignment to collect that data from users. For example, a customer service representative can enter personal details and income information from a client during the loan request process.

  • Adding a process to a stage

    Organize tasks that are related in your business model by adding a process to a stage. With processes, you can control who performs work on a case, in addition to how and when the assignee resolves the case.

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