Adding a process to a stage
You can add a process to a stage in the life cycle of a case type. By organizing related tasks into processes, you can control how, when, and by whom work is performed in a case.
-
In the Explorer panel, click Cases, and then click the case type that you want to open.
-
Add a process to the stage, based on the configuration of the stage.
The stage has no processes defined:
-
On the Workflow tab, click Life cycle.
-
Hover over the + Process label in a stage, and click + Step.
-
Click a step type from the palette that is displayed, and replace the default text with a step name.
The stage has processes defined:
-
On the Workflow tab, click Life cycle.
-
Hover over a stage name.
-
Click the Menu icon, select Add process, and then select one option:
-
Select New process to add a process to the stage.
-
Select an existing process from the list below the New process option to add the process to the stage. This option enables you to add a process more quickly by reusing an existing process without having to define a new one.
-
-
-
Define the conditions that control whether the process runs.
-
From the Field list, select the name of a field that supports validation.
-
From the Comparator list, select a comparator.
-
In the Value field, enter a value to compare with the user input, if applicable.
-
Add an AND operator to use another
property in the expression. If all properties meet the defined criteria, the condition passes.
Complete the following steps:
-
Click the Plus icon next to the field after which you want to add the AND operator.
-
Select AND from the first list in the new row.
-
From the Field list, select the name of a field that supports validation.
-
From the Comparator list, select a comparator.
-
In the Value field, enter a value to compare with the user input, if applicable.
-
Optional: Add multiple AND operators to include multiple properties in the expression.
-
-
Add an OR operator to use another
property in the condition. If either property meets the defined criteria, the condition passes.
Complete the following steps:
-
Click the Plus icon next to the field after which you want to insert the OR operator.
-
Select OR from the first list in the new row.
-
From the Field list, select the name of a field that supports validation.
-
From the Comparator list, select a comparator.
-
In the Value field, enter a value to compare with the user input, if applicable.
-
Optional: Add multiple AND operators to include multiple properties in the expression.
-
Optional: Add an OR operator to start a new expression.
-
-
-
To change the run-time order of a process, drag the process to a different position in the stage.
-
Click Save.
-
To prevent the process from running more than once, configure advanced settings on the Case Type form.
-
Click Actions > Open to open the Case Type form.
-
On the Stages tab, click the name of your stage.
-
In the Automatically launched processes section, clear the run on re-entry check box next to the name of your process.
-
Click Save.
-
You can make your process functional by adding steps to it or configuring the underlying flow that supports it.