Support Article

How do I step back a "step" in a stage in a casetype



When running through the steps within a casetype rule. How do I go "back" to the previous step.

For example in the screen shot below, if an operator has progressed to Test Step 2 and wants to return to Test Step 1.


Stepping back steps within a stage is not functionality that currently exists.  It is possible to switch between stages (using the pyChangeStage flow action for example), but there are design considerations to make.  Primarily which steps within the stage should (or should not) be run again the second time a stage is visited (see the “Launch on Re-entry” option in the step behaviours dialog).  It is not currently possible to move to the same stage that you are already in (i.e. restart current stage). 
There is new case management functionality planned for future maintenance releases that will cover this kind of functionality.
In the current versions this kind of functionality could be implemented in a single step of type “multi step process” (i.e a multi assignment flow), or a screen flow which supports back and forward functions as standard.

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Published January 31, 2016 - Updated October 8, 2020

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