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 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 process, click Process.
If you want to select an existing process, click More, and then click Processes and select a process from the list that is displayed. The steps in the process are listed.
Replace the default label for the process with a name that describes the purpose of the process.
Select one or more methods for running the flow:
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.
Optional: Add steps to your process to define tasks that users can perform when they choose to run the process.
Click Save.
When a supporting process runs, it is inserted as a step in the current stage of the case.