You can add smart shapes to a flow diagram or process in a stage. By using shapes that are already configured, you can build flows faster. Smart shapes are supported in Process Modeler and Case Designer.
The following table describes the smart shapes for flow diagrams and processes.
Name |
Description |
Shape type |
Icon |
Attach Content |
Attaches a file, URL, or note to a case. |
Utility |
|
Approval |
Routes a case to one or more reviewers, based on a user name, reporting structure, or authority matrix. |
Subprocess |
|
Change Stage |
Moves the case to a different stage in the life cycle. |
Utility |
|
Create case |
Creates a top-level case or one or more child cases. |
Utility |
|
Create PDF |
Creates a PDF file from a specified section and attaches it to the case. |
Utility |
|
Duplicate Search |
Returns a list of cases that match the search criteria that are defined in the case type. |
Subprocess |
|
Persist Case |
Converts a temporary case to a permanent object in the database. |
Utility |
|
Post to Pulse |
Creates a message that is sent to the Pulse social stream. |
Utility |
|
Push Notification |
Sends a notification to an iOS or Android mobile device to indicate that an action is required by the user. |
Utility |
|
Question |
Asks the user to answer a simple question, based on the format that you provide. |
Subprocess |
|
Send Email |
Sends an email to one or more work parties. |
Utility |
|
Send via DocuSign |
Sends documents for electronic signatures by using the DocuSign service. |
Utility |
|
Send Notification |
Sends a notification to users over one or more channels based on the logic defined in a notification rule. |
Utility |
|
Survey |
Asks the user to take a survey, based on the format that you provide. |
Subprocess |
|
Update a Case |
Updates the case or all child cases and descendants. |
Utility |
|
Wait |
Pauses an assignment for a specified length of time or until one or more cases reach a specific status. |
Utility |