Adding a local action to a stage

Add a local action to a stage to supplement the tasks that users can accomplish as they work on a case.

1. On the Life cycle tab of Case Designer, click a stage name.

2. Click User actions.

3. Click + Add local action and select the name of a flow action in the first field that is displayed.

   Tip: Enter a name in the field and click the Open icon to create a new flow action.

4. Optional: Press the Down Arrow key in the Allowed when field and select the name of a when condition.

5. Click Save.

At run time, the when condition that is associated with the flow action is evaluated. If it returns a true value, the flow is displayed as an available action in the header of the case.

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