You can define supporting processes 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 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.
Optional: To control whether this process is an available option at run time, press the Down Arrow key in the Allowed when field and select the name of a when condition.
Optional: Add steps to your process to define tasks that users can perform when they choose to run the process.
Click Save.
At run time, you can refer to the header of a case to find the supporting processes that are available for the current stage.