Stage rules
Completing the Behavior tab
  1. About 
  2. New 
  3. Behavior 
  4. History 

Use the Behavior tab to define stage processing behavior for case lifecycle management designs as configured on the Case Designer landing page Stages & Processes tab.

Requirements

Field

Description
Validation Optional. Select a validation rule that tests whether the tasks and processes in the stage can begin. If the validation fails, the user is returned to previous stage with validation error messages.
Service level Optional. Select a service-level agreement to define goal, deadline, and past deadline dates and actions for the stage. The service-level agreement starts when the case enters the stage, and ends when the case leaves the stage or when the process within the stage stops.

Automatically launched processes

Field

Description
Process Select a flow that can be added to an open case created by a previous step execution.
Allowed when Optional. Select a when rule that must evaluate to true in order for the system to start according to the Start step selection.
Start step

Select either:

  • upon stage entry — The step starts when the case enters the stage. This enables steps to be started in parallel when entering a stage.
  • upon completion or skip of previous step — This step starts only when the previous step is skipped or complete.
Service level Optional. Select a service-level agreement for this step. If the process has a flow service-level agreement, the step service-level agreement takes precedence. See Flow form — Completing the Process tab.
Launch on re-entry? Not available if you selected upon completion or skip of previous step. Select if you want to initiate the step again if case processing enters this stage again. For example, a subsequent stage may be configured to return to this stage. Selecting this option allows the step to run its process.

Optional processes

Field

Description
Process Select to allow a user to start this process from user forms, or from the Case Manager portal.
Allowed when

Optional. Identify the When Name key part of a when rule that must evaluate to true in order for a user to start this process.

Optional actions

Field

Description
Local action

Add a local action that users can manually start within this stage only.
Allowed when Identify the When Name key part of a when rule that must evaluate to true in order for a caseworkers to start this action.

 

Definitions instantiate
Related topics Stages and steps

Up About stage rules

Open topic with navigation