Adding a process to a stage

You can add a process to a stage in the life cycle of a case type. By organizing related tasks into processes, you can control how, when, and by whom work is performed in a case.

In the Explorer panel, click Cases, and then click the case type that you want to open.
Add a process to the stage, based on the configuration of the stage.

The stage has no processes defined:
1. On the Workflow tab, click Life cycle.
2. Hover over the + Process label in a stage, and click + Step.
3. Click a step type from the palette that is displayed, and replace the default text with a step name.
The stage has processes defined:
1. On the Workflow tab, click Life cycle.
2. Hover over a stage name.
3. To add a process to the stage that starts when all steps in the previous process are completed, click the Menu icon and select one option:
  - Select Add process and then select New process to add a process to the stage.
  - Select Add process and then select an existing process from the list below the New process option to add the process to the stage. This option enables you to add a process more quickly by reusing an existing process without having to define a new one.
4. To add a process to the stage that starts when the stage is entered, click the Menu icon and select one option:
  - Select Add parallel process and then select New process to add a process to the stage.
  - Select Add parallel process and then select an existing process from the list below the New process option to add the process to the stage. This option enables you to add a process more quickly by reusing an existing process without having to define a new one.
Click the default label for the process and replace it with a name that describes the purpose of the process.
Define the conditions that control whether the process runs.
In the Start when field, press the Down Arrow key and select the name of a when condition that evaluates property values in a case.
1. From the Field list, select the name of a field that supports validation.
2. From the Comparator list, select a comparator.
3. In the Value field, enter a value to compare with the user input, if applicable.
4. Add an AND operator to use another property in the expression. If all properties meet the defined criteria, the condition passes.
  Complete the following steps:
  1. Click the Plus icon next to the field after which you want to add the AND operator.
  2. Select AND from the first list in the new row.
  3. From the Field list, select the name of a field that supports validation.
  4. From the Comparator list, select a comparator.
  5. In the Value field, enter a value to compare with the user input, if applicable.
  1. Optional: Add multiple AND operators to include multiple properties in the expression.
5. Add an OR operator to use another property in the condition. If either property meets the defined criteria, the condition passes.
  Complete the following steps:
  1. Click the Plus icon next to the field after which you want to insert the OR operator.
  2. Select OR from the first list in the new row.
  3. From the Field list, select the name of a field that supports validation.
  4. From the Comparator list, select a comparator.
  5. In the Value field, enter a value to compare with the user input, if applicable.
  6. Optional: Add multiple AND operators to include multiple properties in the expression.
  7. Optional: Add an OR operator to start a new expression.
To change the run-time order of a process, drag the process to a different position in the stage.
Click Save.
To prevent the process from running more than once, configure advanced settings on the Case Type form.
1. Click Actions > Open to open the Case Type form.
2. On the Stages tab, click the name of your stage.
3. In the Automatically launched processes section, clear the run on re-entry check box next to the name of your process.
4. Click Save.

You can make your process functional by adding steps to it or configuring the underlying flow that supports it.