You are here: Case management > Defining a life cycle for a case type > Adding a process to a stage

Adding a process to a stage

You can add a process to a stage in your case type to define a set of tasks that users accomplish as they work on a case. By organizing related tasks into processes, you can control how, when, and by whom work is performed in each stage of the case life cycle.

ClosedTo add a process to a stage that has no processes defined:

  1. In the explorer panel of Designer Studio, click Cases and then click the name of a case type.

  2. On the Life cycle tab, hover over the + Process label in a stage, and click + Step.

  3. Click a step type from the palette that is displayed, and replace the default text with a step name.

  4. Click the default label [Stage name] (1) and replace it with a name for the process.

  5. Optional: Refine how the process runs by entering values in the fields of the stage property panel.

    ClosedOptions include:

    • Start when — A when condition that controls whether the process runs

    • Service level agreement — A service-level agreement that defines the goal, deadline, and escalation actions for the process

    Tip: Click Open process to access advanced options on the Flow form for this process.

  6. Click Save.

ClosedTo add a process to a stage that has processes defined:

  1. In the explorer panel of Designer Studio, click Cases and then click the name of a case type.

  2. On the Life cycle tab, hover over a stage name.

  3. Click the Menu icon and select one option:

    • Add process — Appends a process to the stage that starts when all steps in the previous process are completed

    • Add parallel process — Appends a process to the stage that starts when the stage is entered

  4. In the text field that is displayed, enter a name for the process.

  5. Optional: Enter values in the fields in the property panel to refine how the process runs.

    ClosedOptions include:

    • Start when — A when condition that controls whether the process runs

    • Service level agreement — A service-level agreement that defines the goal, deadline, and escalation actions for the process

    Tip: Click Open process to access advanced options on the Flow form for this process.

  6. For a sequential process, indicate the run-time order by dragging the process to a different position in the stage.

  7. Click Save.

The system creates a simple flow with one step to support your process. To change the default behavior of the flow, you can configure the step by using the property panel, remove the step, or add more steps to the process.

Related information

Open topic with navigation