Defining a customer Microjourney

Learn how case types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a case type as a series of steps organized into stages that reflect major milestones in case processing.

Beginner

Case Management

Inglese

After completing this module, you should be able to:

Identify the elements of a case life cycle: stages, processes, and steps

Differentiate between a primary stage and alternate stage

Model the life cycle of a case type

Disponibile nelle seguenti missioni:

Low-Code App Builder v1 Case Management Foundation v1

Topics

Case Lifecycle

20 mins

Creating a top-level case type

5 mins

Creating a primary stage

5 mins

Adding a sequential process to a stage

5 mins

Multi-step Forms

5 mins

Adding a multistep form to a stage

5 mins

Adding single steps to processes

5 mins

Collecting information from a user

5 mins

Module Quiz

10 mins