Defining conditions for starting a process
Ensure that a process starts only when needed in a business case by defining conditions for running the process. By starting processes conditionally, you save time because customer service representatives (CSRs) perform only relevant tasks.
For example, you can start a process of reviewing a job application only if the location of a candidate matches your current business needs.-
In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
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In the Case life cycle section, click a process.
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In the Process property panel, on the General tab, define the conditions to start the process:
Choice Actions Always start a process -
In the Start process (otherwise skip) list, select Always.
Custom condition -
In the Start process (otherwise skip) list, select Custom condition.
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Next to the Start process (otherwise skip)list, click the Configure conditions icon.
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In the Configure condition window, select a condition, a comparator, and a value to compare with the condition.
Case status is equal to New - Optional:
To add more conditions, click Add a row, and then repeat the substep 3.c.
- Optional:
To group the conditions, select comparators from the list.
To make only one condition compulsory, from the list, select OR. -
Click Submit.
Existing condition -
In the Start process (otherwise skip) list, select Existing condition.
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In the list of conditions, select a condition, and then define whether the process starts when the condition is true or false.
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Click Save.
- Changing the path of a process
You can change the path of a process, or flow, to support out-of-sequence events. By adding different structures to your flow, such as loops and branches, you can improve the flexibility of the cases that you create.