Adding a preconfigured step to a process

You can add a step to a process that is preconfigured with functionality, such as sending an email or creating a case. By using preconfigured steps, you can design case types more efficiently.

The following tasks can help you add a preconfigured step to a process:

• Asking a question in a case

• Attaching information to a case

• Attaching screen captures to a case

• Creating a contextual case

• Collecting digital signatures in a case

• Finding duplicate cases

• Moving a case to a different stage

• Pausing a process in a case

• Persisting a temporary case

• Posting messages to a case

• Running a survey in a case

• Sending event notifications from a case

• Sending email from a case

• Sending push notifications from a case

• Updating case information

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