Moving a case to a different stage

You can use the Change Stage shape to move a case to a different stage in the case life cycle. By revisiting or skipping a stage, you can support out-of-sequence processing in a case.

Tip: To programmatically change the stage of a case, call the pxChangeStage activity instead of manually configuring the stage.
  1. Add the Change Stage shape to the life cycle of your 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 Life cycle.
    3. Hover over a process in a stage, and then click + Step > More > Utilities > Change Stage.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
    4. Click Select.
  2. Indicate which stage a case enters when the Change Stage shape is processed.
    • To move the case to the next stage in the life cycle, click Go to next stage.

    • To move the case to a specific stage:

      1. Click Select a stage.

      2. In the Stage list, select a stage in the case life cycle.

      3. If you select [Other] from the Stage list, press the Down Arrow key in the field that is displayed and select a property that stores the name of a stage.

  3. Optional: To clean up unresolved work, select the Close open assignments from current stage on change check box.

    At run time, open assignments are resolved before the case leaves the current stage. All processes that originated from the stage, including supporting processes and excluding spin-off flows, are stopped.

  4. Click Save.