Defining local actions for a case type

You can define flow actions that users can perform while a case is in any stage or step of the life cycle. By allowing users to choose when additional processing is needed, you can support out-of-sequence events in a case.

1. In the navigation panel, click Case types, and then click the name of a case type.
2. On the Workflow tab, click Optional actions.
3. In the Case wide actions section, click + Action.
4. To create a new local action, click Collect information, and then replace the default label for the action with an action name.
5. To reuse an existing local action, click More > User actions, and then select one of the following actions:

   • Adjust goal and deadline — Changes the goal and deadline for the current step of a case.

   • Transfer — Reassigns the current assignment to a user or shared work queue.

   • Edit details — Updates case information that was collected from steps in each stage of a case.

   • Create tasks — Adds tasks to the worklist of a user.

   • Change stage — Moves the case to another stage in the life cycle.

     When you select this option, open assignments are not resolved.

   Note: Local flow actions do not move a case closer to resolution.
6. Click Save.