Conditionally displaying a supporting process

Use conditions to ensure that supporting processes are available to case workers only when they are relevant to a case.

  1. In the navigation panel of App Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Optional actions if Life cycle is selected.
  3. Click a supporting process, which is a sequence of steps in either the Case wide actions section or the Stage-only actions section.
  4. Define the conditions that determine whether the supporting process is displayed in the case header by performing one of the following actions:
    • To define a custom condition with a condition builder, in the drop-down list, click Custom condition, and then click the Gear icon. For more information, see Defining conditions with a condition builder.
    • To use an existing when condition, in the drop-down list, click Existing condition, and select the condition.
  5. Click Save.