Defining supporting processes for a stage

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.

  1. In the Explorer panel, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Optional actions.
  3. In the Stage-only actions section, click a stage name, and then click +Action.
  4. Choose a supporting process.
    • To add a new process, click Process.

    • To add an existing process, click More > Processes and then select a process.

  5. Replace the default label for the process with a name that describes the purpose of the process.
  6. 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.
  7. Optional: Add steps to your process to define tasks that users can perform when they choose to run the process.
    1. Click + Step.
    2. Click a step type from the palette that is displayed, and replace the default text with a step name.
  8. 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.