Defining a primary stage in a life cycle

You can use a primary stage to define a high-level phase in the life cycle of a case. By using primary stages, you can add structure to the expected behavior of your application.

For example, you can create the following primary stages: in-progress, approval, and completion.

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

2. On the Life cycle tab, click + Stage, and then enter a unique name in the text box that is displayed.

3. Optional: Change the way that a case moves from the stage by clicking a transition method on the General tab of the contextual property panel.

   Options include:

   • Automatically move to next stage — Transitions a case to the next stage in the sequence after all processes, including parallel processes, in this stage are completed.

     This is the default transition method for a stage.

   • Wait for a user action — Transitions a case to a different stage in the sequence, as specified by the user at run time.

   • Resolve the case — Closes the case after all processes in this stage are completed.

     This option does not allow the case to enter any subsequent stages unless a user manually reopens the case.

4. If you select Resolve the case as a transition method, perform the following steps:

   1. In the Resolution status field, press the Down Arrow key and select a status to assign to the case.

      Tip: To create a new status, enter a unique name in this field with the format Resolved-[your status name].

   2. Optional: To close assignments that are open when the case is resolved, select the Delete open assignment upon resolution check box.

5. Optional: Define the suggested and required resolution times for the stage by selecting an option from the Service level agreement list.

6. Click Save.

You can test your stage by creating a case and processing it.

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