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Controlling the Case Workflow

This module is for developers who want to model complex case life cycles with optional actions, parallel paths, and branching logic.

In this module, students learn about controlling the case workflow with optional actions, parallel paths, and branching logic to provide business users with flexibility in processing cases.

What you'll learn

By the end of this course, you will be able to successfully:

  • Explain the role of optional actions in a case
  • Differentiate between optional user actions and optional processes
  • Add optional actions to a case
  • Configure a process or stage to run when certain conditions are true
  • Skip processes and stage that are not needed to advance a case
  • Identify a use case for parallel processing
  • List the business benefits of parallel processing
  • Configure processes to execute in parallel
  • Describe how decision points affect case processing
  • Describe use cases for automating decisions using decision shapes
  • Add a decision point to a process flow

Course Outline

  1. Controlling the Case Workflow

    • Optional actions
    • How to add optional actions to a case
    • Skipping processes and stages
    • How to skip a process or stage in a workflow
    • Parallel processing
    • How to perform processes in parallel
    • Decision points
    • How to add a decision point to a process
    • Assessment: Controlling the case workflow

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    60 minutes

  • Platform Version

    8.1

Have you completed this course?

Recommended next step:

System Architect Essentials
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