Provide users with guidance on how to complete their tasks by adding instructions to assignments. When you add instructions for completing steps, you give users independence, and accelerate case resolution.
In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
In the Case life cycle section, click the step that you want to supplement with instructions, for example, Collect information.
In the Step property panel, click the General tab.
In the Instructions for user field, enter additional information about the step.For example: Enter your personal details.
- Learning about step types
Each step in a process has a type, based on the functionality that it provides. By using a variety of step types, you can make your cases more interactive.
- Collecting information from a user
Gather the information that your business process requires by creating an assignment to collect that data from users. For example, a customer service representative can enter personal details and income information from a client during the loan request process.
- Adding a process to a stage
Organize tasks that are related in your business model by adding a process to a stage. With processes, you can control who performs work on a case, in addition to how and when the assignee resolves the case.