Conditionally displaying an optional task

Use conditions to ensure that optional tasks are available to case workers only when they are relevant to a case.

1. In the navigation panel of App Studio, click Case types, and then click the case type that you want to open.
2. On the Workflow tab, click Optional actions.
3. Click an optional task, which is a step in either the Case wide actions section or the Stage-only actions section.
4. From the Visible list, select Custom condition, and then click the Gear icon.
5. Define the conditions that determine whether the optional task is displayed in the case header by performing one of the following actions:
   • To define a custom condition with a condition builder, in the drop-down list, click Custom condition, and then click the Gear icon. For more information, see Defining conditions with a condition builder.
   • To use an existing when condition, in the drop-down list, click Existing condition, and select the condition.
6. Click Save.