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Removing a stage

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Deliver a flexible application that you can conveniently adjust to dynamically changing circumstances by removing stages that are no longer relevant to your business requirements. As a result, you save time because you can edit an existing case type instead of creating a new one from scratch.

For example, if the process for hiring new employees in your organization changes and one of the stages in your hiring case type, such as running a background check, is no longer required, you can simply remove the stage to reflect the change and adjust the existing case type to the new hiring process.

You can delete primary stages that visualize the happy path of your business process, as well as alternate stages that correspond to actions that occur if your business process diverts from the primary path. You cannot delete the Create stage that every case type includes by default. Removing a stage does not delete any resources that you connect to the stage, such as service-level agreements or notifications. The resources are present in your system but do not participate in case processing anymore. You can reuse these resources in other elements of your application.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. Hover over the stage name.

  3. In the stage header, click the More icon, and then click Delete stage.

  4. Click Save.

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