Defining local actions for a stage
You can define flow actions that users can run when a case is in a specific stage. By allowing users to choose when additional processing is needed, you can reduce complexity in the life cycle of a case.
- In the navigation panel, click Case types, and then click the name of a case type.
- On the Workflow tab, click Optional actions.
- In the Stage-only actions section, click a stage name.
- To add a new local action, click .
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To reuse an existing local action, click
, and then select an action from the list that is displayed.
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Adjust goal and deadline — Changes the goal and deadline for the current step of a case.
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Transfer — Reassigns the current assignment to a user or shared work queue.
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Edit details — Updates case information that was collected from steps in each stage of a case.
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Create tasks — Adds tasks to the worklist of a user.
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Change stage — Moves the case to another stage in the life cycle.
When you select this option, open assignments are not resolved.
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- Replace the default label for the action with an action name.
- Click Save.
At run time, the flow action is available in the header of a case when the case enters the stage.