Adding a user action to a process

You can add an assignment to a process that is preconfigured with an action that a user can take to move a case closer to resolution. By reusing user actions in your application, you can design case types more efficiently.

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

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

3. Click User actions to display a list of flow actions.

   To change which flow actions are displayed in this list, use the Relevant Records tab on the Application Inventory landing page.

4. Click the name of a flow action and review the description that is displayed.

5. Click Select to add an assignment to the process that displays the flow action to users at run time.

6. On the General tab of the contextual property panel, enter values in the fields to indicate how the assignment is routed.

   To use the worklist of the user who last updated the case:

   Click Current user.

   To use the worklist of another user in your application:

   1. Click Specific user.

   2. In the autocomplete field that is displayed, press the Down Arrow key and select the name of a user.

   To use a work queue that is processed by users with the same role:

   1. Click Work queue.

   2. In the autocomplete field that is displayed, press the Down Arrow key and select the name of a work queue.

   To provide custom routing options:

   1. Click Custom.

   2. In the Assignment type list, select an activity that creates an assignment.

      To use a standard activity that is not in the list, configure the Assignment shape in Process Modeler.

   3. In the Router field, press the Down Arrow key and select the name of an activity that determines how the assignment is routed.

      For example, you can use the ToDecisionTree activity to route an assignment based on the value that is returned by a decision tree.

      Tip: If the assignment is in a swimlane on the flow diagram, configure the assignment and the swimlane with the same router activity. You can access the swimlane by opening Process Modeler.

   4. If the router activity accepts parameters, pass values for those parameters by entering values in the fields in the Parameters section.

7. Click Save.

Tip: Click Configure view to modify the fields on the form that is displayed to users when the assignment is processed.

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