You can add a step to a process that is preconfigured with functionality, such as sending an email or creating a case. By using smart shapes in your processes, you can design case types more efficiently.
On the Life cycle tab of Case Designer, hover over a process and click + Step.
In the palette that is displayed, click More.
Click Utilities to display a list of smart shapes.
Click the name of a smart shape and review the description that is displayed.
Click Select to add a step in the process that uses the smart shape.
Configure the step by entering a value in each field of the contextual property panel.
Open topic with navigation