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.
In the Explorer panel, click Cases, and then click the case type that you want to open.
On the Workflow tab, click Optional actions.
In the Case wide actions section, click +Action.
In the palette that is displayed, do either of the following:
If you want to add a new local action, click Collect information.
If you want to select an existing local action, click More, and then click User actions and select an action from the list that is displayed.
Local flow actions do not move a case closer to resolution.
Replace the default label for the action with an action name.
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.
Click Save.
At run time, local actions are displayed in the header of a case.