Adding a process to a stage

You can add a process to a stage in the life cycle of a case type. By organizing related tasks into processes, you can control how, when, and by whom work is performed in a case.

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

2. Add a process to the stage, based on the configuration of the stage.

   The stage has no processes defined:

   1. On the Life cycle tab, hover over the + Process label in a stage, and click + Step.

   2. Click a step type from the palette that is displayed, and replace the default text with a step name.

   The stage has processes defined:

   1. On the Life cycle tab, hover over a stage name.

   2. Click the Menu icon and select one option:

      • Add process — Appends a process to the stage that starts when all steps in the previous process are completed

      • Add parallel process — Appends a process to the stage that starts when the stage is entered

3. Click the default label for the process and replace it with a name that describes the purpose of the process.

4. Optional: Define the conditions that control whether the process runs.

   In the Start when field, press the Down Arrow key and select the name of a when condition that evaluates property values in a case.

5. To change the run-time order of a process, drag the process to a different position in the stage.

6. Click Save.

7. Optional: To prevent the process from running more than once, configure advanced settings on the Case Type form.

   1. Click Actions > Open to open the Case Type form.

   2. On the Stages tab, click the name of your stage.

   3. In the Automatically launched processes section, clear the run on re-entry check box next to the name of your process.

   4. Click Save.

You can make your process functional by adding steps to it or configuring the underlying flow that supports it.

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