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Adding supporting processes to cases

Updated on November 22, 2021

Complement your case life cycle with a supporting process to allow case workers, for example customer service representatives (CSRs), to determine when a case requires additional processing.

A supporting process runs independently of the case life cycle, but can change the stage or status of the case. For example, a CSR who works on a hiring process can collect and check additional references from a job candidate, which brings the case closer to a resolution.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the Case life cycle section, click Optional actions.
  3. In the Case wide actions section, click Action.
  4. In the action menu, choose a supporting process:
    • To add a new process, click Process, and then replace the default label with a new descriptive name.
    • To use an existing process, click MoreProcessesProcess name, and then click Select.
  5. Optional: To start the process when a user creates a case, in the Process properties panel, select the Automatically start when this case starts check box.
  6. Click Save.
Result: The supporting process runs as a step in the current stage of the case.
What to do next: Provide relevant tasks for your process and decide when a user can work on the process:

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