Defining a primary stage in a life cycle

You can use a primary stage to define a high-level phase in the life cycle of a case. By using primary stages, you can add structure to the expected behavior of your application.

For example, you can create the following primary stages: in-progress, approval, and completion.

  1. In the navigation panel, click Case types, and then click the name of a case type.
  2. On the Workflow tab, click Life cycle.
  3. Click + Stage , and then enter a unique name in the text box that is displayed.
  4. Optional: To change the way that a case moves from the stage, choose a transition method on the General tab of the contextual property panel.
    • Automatically move to next stage — Transitions a case to the next stage in the sequence after all processes, including parallel processes, in this stage are completed.

      This is the default transition method for a stage.

    • Wait for a user action — Transitions a case to a different stage in the sequence, as specified by the user at run time.

    • Resolve the case — Closes the case after all processes in this stage are completed.

      This option does not allow the case to enter any subsequent stages unless a user manually reopens the case.

  5. If you select Resolve the case as a transition method, provide details for the case resolution.
    1. In the Resolution status field, press the Down Arrow key and select a status to assign to the case.

    2. Optional: To close assignments that are open when the case is resolved, select the Delete open assignment upon resolution check box.
  6. Click Save.

You can test your stage by creating a case and processing it.