Collecting information from a user

Create an assignment, which displays a form with fields, to collect information from a user.

1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
2. On the Workflow tab, click Life cycle.
3. Hover over a process in a stage and then click + Step > Collect information.
4. In the text field that is displayed, enter a unique name that describes the task.
5. In the Step section, on the General tab, identify the user or team who performs the task:
   • To assign the task to the user who last updated the case, from the Route to list, select Current user.
   • To assign the task to another user in your application, from the Route to list, select Specific user and enter values for the fields that are displayed. You can assign the task to a user, a user reference, the reporting manager of the user who last updated the case, or a case participant.
   • To assign the task to a team sharing a work queue, from the Route to list, select Work queue and select a team from the list that is displayed.
   • To assign the task to a worklist or a team that shares a work queue, from the Route to list, select Custom and enter values for the fields that are displayed. Select an assignment type in the first field and a worklist or work queue in the second field.
   • To assign the task to a user with the appropriate availability, skillset, or workload, from the Route to list, select Use business logic, and then click the Gear icon. For more information about configuring business-based routing, see Choosing an assignee at run time.
6. Optional: In the Set case status field, press the Down Arrow key and select the status that is assigned to the case on entering this step, or enter a unique name to create a new status for the case.
7. Optional: In the Instructions field, enter a field value that describes the purpose of the task.
8. Click Save.
9. Define the fields on the form that is displayed when the user performs the task.