Moving a case to a different stage
Customize the order in which a case proceeds by using the Change to a stage shape to move a case to a different stage in the case life cycle, or the Change to the next stage shape to move a case to the next stage. By revisiting or skipping a stage, you can support out-of-sequence processing in a case. For example, when a customer changes jobs during a loan request case, the case returns to a stage in which the case worker reviews the loan risk.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- Add the Change to a stage shape or the Change to next stage shape to the life cycle of
your case:
Choices Actions Automatically move the case a specific stage - In the stage from which you want to move the case, click .
- Click Select.
- In the Step properties pane, in the Stage list, select the stage that you want the case to enter.
- Optional: To provide additional comments about the change, in the Audit note field, enter some helpful extra text.
- Click Save.
Automatically move the case to the next stage - In the stage from which you want to move the case, click .
- Click Select.
- Optional: To provide additional comments about the change, in the Audit note field, enter some helpful extra text.
- Click Save.
- Click Save.
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