You can define flow actions that users can run when a case is in a specific stage. By allowing users to choose when additional processing is needed, you can reduce complexity in the life cycle of 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 Stage-only actions section, click a stage name and 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, the flow action is available in the header of a case when the case enters the stage.