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Adding supporting processes to stages

Updated on March 29, 2022

You can provide greater flexibility to your cases and complement them with more information by adding supporting processes to stages. When you add a supporting process to a stage, additional processing can occur only while the case is in that stage.

For example, a customer service representative that works on a car insurance case can use a supporting process to collect additional information and materials about the accident, when the case is in a Collect accident details stage.
  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 Stage-only actions section, click Action below the stage to which you want to add a supporting process.
  4. Choose a supporting process:
    • To add a new process, click Process.
    • To add an existing process, click MoreProcesses, and then select a process.
  5. Replace the default label for the process with a name that describes the purpose.
  6. Click Save.
Result: At run time, you can refer to the header of a case to find the supporting processes that are attached to the current stage.
What to do next: Provide relevant tasks for a supporting process and define when a user can work on the process:

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