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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 preconfigured steps, known as smart shapes, you can design case types more efficiently.

  1. In the explorer panel of Designer Studio, click Cases to open the Case Type Explorer.

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

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

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

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

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

  7. Configure the step by entering a value in each field of the contextual property panel for the smart shape.

  8. Click Save.