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Defining local actions for a case type

You can define flow actions that users can perform while a case is in any stage or step of the life cycle. By allowing users to choose when additional processing is needed, you can support out-of-sequence events in a case.

  1. In the Explorer panel, click Cases, and then click the case type that you want to open.

  2. On the Settings tab, click Actions.

  3. Click + Add action.

  4. In the User action field, press the Down Arrow key and select the name of a flow action that defines the task to perform.

    Local flow actions do not move a case closer to resolution.

  5. Optional: To control when users can perform the action, press the Down Arrow key in the Allowed when field and select the name of a when condition.

  6. Click OK.

  7. Click Save.

At run time, local actions are displayed in the header of a case.