Adding a supporting process to a case

Supplement your case life cycle with a supporting process, to allow case workers to determine when additional processing is required in a case.

A supporting process runs independently of the case life cycle but can move the case closer to resolution by changing the stage or status of the case.
  1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Optional actions if Life cycle is selected.
  3. In the Case wide actions section, click +Action.
  4. Choose a supporting process.
    • To add a new process, click Process, and then replace the default label with descriptive text.

    • To add an existing process, click More > Processes > [Process name].

  5. Optional: To start the process when a case is created, select the Automatically start when this case starts check box.
  6. Click Save.

When a supporting process runs, it is inserted as a step in the current stage of the case.

What to do next: If you created a new supporting process, add steps to it.