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Adding single steps to processes

Updated on January 3, 2022

Model your business process with basic tasks that users or automations resolve, by adding steps to your case life cycle. When users complete steps, your case moves closer to its resolution and to achieving your business goal.

Before you begin: Add processes to stages in your case type. See Adding a sequential process to a stage.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Life cycle.
  3. In a process, click Step, and then select a step type that you want to add.
    • To add a step that displays a form that users complete to provide data, click Collect information.
    • To add an approval step, click Approve/Reject.

      Adding an approval step automatically creates an alternate stage in a case life cycle. For more information, see Creating an alternate stage.

    • To add a step that creates multiple screens with which users interact to provide data, click Multi-step form.

      For more information, see Adding a multi-step form to a stage.

    • To add an existing process as a single step, click MoreProcesses, and then select the process that you want to use.
    • To add a step that requires human interaction, such as manually adjusting a service-level agreement, click MoreUser action, and then select an action that you want to use.
    • To add an automation that an application performs, click MoreAutomations, and then select an automation that you want to use.

      For more information, see Adding an automated step to a process.

  4. Optional: To provide a unique name for the step, in the text field, replace the default step label with a descriptive name.
  5. Click Save.
For example: The following figure shows a stage in a case type of reviewing a job candidate. The stage includes one process that has three steps of different kinds: an automation that pauses the process until a user conducts a job interview, a step to collect information, and an approval step.
Sample steps
A stage with three sample steps.
What to do next: Start planning your case type by associating personas with your case type. For more information, see Adding personas to organize users.

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