About stage rules
About stage rules
|
|
Stage rules enable you to capture stage functionality for reuse so that it can be inherited from a framework. For instance, you can easily reorder stages in a framework without having to specialize the case type. In addition, you can share the rule among sibling case types. For example, you can define a common set of stages such as Needs assessment, or Customer Verification, which can be shared across case types in Lending, Investments and Deposits product families.
Stages that are associated with a specific case type and cannot be reused are called virtual stages. You typically configure them on the Case Designer Stages & Processes tab. Alternatively, you can configure virtual stages on the case type form's Stages tab.
When designing stages for a case type, you can use stage rules, virtual stages, or a combination of both.
Stage rules are referenced by case type rules.
In the Records Explorer, select Stage in the category Process to list all stage rules available to you. Use the Application Explorer to access stage rules that apply to the case type classes in your current application.
Stage rules are part of the Process category. They are instances of the Rule-Obj-Stage rule type.
|
case type |
|
Stages and steps |
|
Atlas — Standard Process rules |
Process category
Help Home