Defining conditions for starting a process
Ensure that a process starts only when needed in a business case by defining conditions for running the process. By starting processes conditionally, you save time because customer service representatives (CSRs) perform only relevant tasks.
For example, you can start a process of reviewing a job application only if the location of a candidate matches your current business needs.- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In the Case life cycle section, click a process.
- In the Process property panel, on the
General tab, define the conditions to start the
process:
Choice Actions Always start a process - In the Start process (otherwise skip) list, select Always.
Custom condition - In the Start process (otherwise skip) list, select Custom condition.
- Next to the Start process (otherwise skip)list, click the Configure conditions icon.
- In the Configure condition window, select a condition, a comparator, and a value to compare with the condition.
- Optional: To add more conditions, click Add a row, and then repeat the substep 3.c.
- Optional: To group the conditions, select comparators from the list.
- Click Submit.
Existing condition - In the Start process (otherwise skip) list, select Existing condition.
- In the list of conditions, select a condition, and then define whether the process starts when the condition is true or false.
- Click Save.
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