Configuring the Wait shape

Use the Wait shape to keep an assignment from moving forward for a duration of time, such as 30 days, until a specific date is reached, or until another case reaches a certain status. You can also give users the ability to manually continue the process if it is paused.

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

  2. Double-click the Wait shape in a flow, or click a step in Case Designer that uses the Wait shape.

    Note: Not all options are supported in Case Designer.

  3. Select an option from the Wait Type list.

  4. Complete the fields in the property panel as described in the tables below.

    ClosedOptions for Timer:
    • Set Time Interval — Select to enter an interval of time that must pass before processing continues. Enter the Minutes, Hours, Days, Weeks, Months, and Years.
    • Date/Time — Press the Down Arrow key and to select a date/time property reference or click the Gear icon to open the Expression Builder and specify a DateTime value.
    ClosedOptions for Case Dependency:

    Field

    Description
    Wait for

    Select Any or All from the drop-down menu.

    Any — Processing waits for at least one work item of the class specified in Cases of Type reaches the status specified in To reach status field.

    All — Processing waits for all work items of the class specified in Cases of Type reach the status specified in To reach status field.

    When you define a case dependency on a Wait shape, the system creates a Declare Trigger in the class being depended on. If you then delete the Wait shape, the system deletes the Declare Trigger. However, if you change the dependency to a different class, the Declare Trigger is not deleted.
    Cases of type

    Required. Press the Down Arrow key and to select the case type. The assignment waits until work items of this class to reach a specified status for processing to continue.

    To specify a case using a parameter or property value rather than a case type, select Other. In the empty field that appears, select a property from SmartPrompt or enter a parameter.

    To reach status Required. Press the Down Arrow key and to select the status that work items of the specified case type reach in order for processing to continue.
    Scope

    Press the Down Arrow key and to select the hierarchy that processing searches while trying to fulfill the dependency:

    Top Case — all cases with the same top case and all descendents
    Parent Case — all cases within the same parent case and all descendents
    Current Case — all cases within the current case and all descendents
    Other — enter the name of a specific case

  5. Complete the fields in the Advanced section.

    ClosedOptions include:

    Field

    Description
    Assigned to Workbasket

    Required. Enter or select the workbasket where the assignment waits for continued processing.

    Harness Name

    		Optional. Enter the name of the harness the work item opens in while in the workbasket.
    Instructions Optional. Enter a field value rule containing instructions that appear in the case contents.
    Service Level Appears if Wait Type of Case Dependency is selected. Select a service-level agreement to apply to this work item.
    Permit End User to perform

    Click to allow end users to perform work on items waiting in the workbasket. This allows users to manually progress items waiting items. When this box is checked:

    • The assignment is displayed in the Review harness with the instructions given on the parameters of the shape.
    • If the assignment is performed before the specified time is met, the default flow action on the connector from the Wait shape is opened.
    • The assignment can be part of GetNextWork, bulk processing, and back-to-back processing as appropriate.
    • Local Actions permitted for end user appears. Select actions that user can perform while the assignment waits in the workbasket.

    When this box is unchecked:

    • The assignment is not shown in the Review harness.
    • The assignment is not part of GetNextWork, bulk processing, or back-to-back processing.
    • In the My Cases tab in the Case Manager portal, right-click actions for the assignment will not appear, even if they are configured.

  6. Click Submit to close the property panel.

  7. Connect an incoming connector from an Assignment to the Wait shape.

  8. Connect one outgoing connector from the Wait shape to another shape.

    Only one connector can come from a Wait shape.

The work items are assigned to a workbasket while waiting for processing to continue. You can include local actions that an end user can perform on waiting items.

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