Adding a preconfigured step to a process

You can add a step to a process that is preconfigured with functionality, such as sending an email or creating a case. By using smart shapes in your processes, you can design case types more efficiently.

1. On the Life cycle tab of Case Designer, hover over a process and click + Step.

2. In the palette that is displayed, click More.

3. Click Utilities to display a list of smart shapes.

4. Click the name of a smart shape and review the description that is displayed.

5. Click Select to add a step in the process that uses the smart shape.

6. Configure the step by entering a value in each field of the contextual property panel.

   For more information see:

   • Configuring the Attach Content shape

   • Configuring the Change Stage shape

   • Configuring the Create Case shape

   • Configuring the Create PDF shape

   • Configuring the Persist Case shape

   • Configuring the Post to Pulse shape

   • Configuring the Push Notification shape

   • Configuring the Send Email shape

   • Configuring the Send via DocuSign shape

   • Configuring the Update Case shape

7. Click Save.

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