Pausing a process in a case

You can use the Wait shape to pause a process in the life cycle of a case. By defining the conditions that cause a process to wait, you can create dependencies among cases in your application.

  1. Add the Wait shape to the life cycle of your case.

    1. On the Workflow tab, click Life cycle.

    2. Hover over a process in a stage, and then click + Step > More > Utilities > Wait.

      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.

    3. Click Select.

  2. Define the conditions that must be met before the process can resume.

    Note: You cannot modify a Wait shape if it is configured with advanced options, because these options are available in Designer Studio only.

    To wait for one or more cases to reach a specific status:

    1. In the Wait for (Case type) lists that are displayed, define the type of cases on which the process waits:

      1. In the first list, select Any or All to indicate how many cases must reach a specific status before the process resumes.

      2. In the second list, select the case type from which the cases are created.

    2. Click To reach status.

    3. In the field that is displayed, press the Down Arrow key and select a status value.

    To wait for one or more cases to be resolved:

    1. In the Wait for (Case type) lists that are displayed, define the type of cases on which the process waits:

      1. In the first list, select Any or All to indicate how many cases must be resolved before the process resumes.

      2. In the second list, select the case type from which the cases are created.

    2. Click To be resolved.

      A case is resolved when the case status is set to a value that starts with the word "Resolved."

  3. To allow case workers to cancel the wait conditions so that they can continue processing a case, select the Users can choose to continue process check box.

  4. Click Save.