Control the order of events in a case by adding a sequential process to a stage. A sequential process orders related actions that lead to the resolution of a case.
For example, if your business case is to review a job application, you can create a sequential process that includes the following tasks:- Prepare interview questions
- Conduct the interview
- Prepare the candidate's assessment
Before you begin: Add stages to your case type. See Creating a primary stage.
-
In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
-
On the Workflow tab, click Life cycle.
-
In the Case life cycle section, hover over a stage, and then click .
-
In a new text field, replace the default process label with a descriptive name.
- Optional:
To change the run-time order of a process, drag the process to a different position in the stage.
-
Click Save.
Note: At run time, the process starts when all steps in the previous process are completed.
Note: Provide meaningful tasks for your process by adding steps. See Adding single steps to processes.
- Conditionally starting a process