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Adding a Change Stage step

Suggest edit Updated on February 6, 2019

Objective

Learn how to move a case to a different stage in App Studio by using the Change Stage step. By revisiting or skipping a stage in the life cycle of a case, you can support out-of-sequence processing.

This task takes approximately 5 minutes to complete.

Procedure

  1. In the navigation panel, click Case types, and then click the name of a case type.
  2. On the Workflow tab, click Life cycle if Optional actions is selected.
  3. Hover over a process in a stage and click +Step.
  4. In the palette that is displayed, click More, and then click Automations to display a list of step types.
  5. Click Change to a specific stage or Change to the next stage.
  6. Click Select.
  7. If you selected Change to a specific stage, in the Stage field, select the stage a case enters when the Change to a specific stage shape is processed.
  8. Optional: To clean up unresolved work, select the Close open assignments from current stage on change check box.
  9. Click Save.

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