Setting required attachments for stage entry
Maximize efficiency and speed up the case resolution process by verifying that the user provides required, relevant documentation and correspondence before a case enters the next stage.
For example, in a case for a car insurance claim, you can verify that the policyholder attaches photographs of their damaged car before the case enters the stage in which the insurance company validates the policyholder's claim.
- In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click a stage name.
- In the Stage property pane, click Validation.
- In the Attachments required for stage entry section, click Add required attachment to display the list of attachment categories that your case type supports.
- Select an attachment category from the list.
- Click Save.
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