Adding an optional task to a stage

Add an optional task to a stage to support out-of-sequence processing that can occur only while the case is in the stage.

  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. In the Stage-only actions section, click a stage name.
  4. Click + Action.
  5. Replace the default label for the action with an action name.
  6. Select an option from the menu, based on the type of task that you want users to perform.
    • To create a new task:
      1. Click Collect information.

      2. Replace the default label for the action with a task name.

      3. Click Configure view.

      4. Build a form with fields for the task.

    • To reuse an existing task:
      1. Click More > User actions > [action name].

      2. Click Select.

  7. Click Save.
Result: 

At run time, the task is available in the header of a case when the case enters the stage.