You can define supporting processes that users can run 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.
In the Explorer panel, click Cases, and then click the case type that you want to open.
On the Settings tab, click Case-wide supporting processes.
Click + Add process.
In the Process field, press the Down Arrow key and select the name of a flow.
If the flow accepts parameter values, enter property names or values in the fields that are displayed in the Parameters section.
Select one or more methods for running the flow:
Tip: Select at least one check box. Otherwise, the flow is listed as a supporting process but never runs.
Select the Manually start check box to allow users to run the flow in any stage in the life cycle of a case.
You can optionally enter a when condition in the field that is displayed to control when the flow name is displayed in the actions menu of a case.
Select the Automatically start when this case starts check box to start the flow when a case is created.
You can optionally enter a when condition in the field that is displayed to control when the flow runs.
Click OK.
Click Save.
When a supporting process runs, it is inserted as a step in the current stage of the case.