Step types
Each step in a process has a type, based on the functionality that it provides. By using a variety of step types, you can make your cases more interactive.
For example, you can use steps in a Mortgage case to retrieve a customer's financial history, prompt a case worker to calculate a new interest rate, and notify a case manager when the terms of the loan are ready for approval. You choose a step type when you define the a case life cycle.
The following step types are supported:
- Collect information
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Assigns a task, which you define in a form with fields, to a user or work queue.
- Approve/Reject
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Assigns a task to a user, typically a manager, to review case information and then decide whether the case is approved.
You can customize the form for this task.
- Processes
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Calls another process, or flow, from the current process.
- User actions
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Assigns a predefined task to a user or work queue.
- Automations
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Provides preconfigured functionality, such as sending an email or creating a case.