Pausing a process in a case

You can use the Wait shape to pause a process in the life cycle of a case. By defining the conditions that cause a process to wait, you can create dependencies among cases in your application.

  1. Add the Wait shape to the life cycle of your case by doing the following actions:
    1. On the Workflow tab, click Life cycle if Optional actions is selected.
    2. Hover over a process in a stage and click +Step > More > Automations > Wait.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
    3. Click Select.
  2. Define the conditions that must be met before the process can resume.
    Note: You cannot modify a Wait shape if it is configured with advanced options, because these options are available in Dev Studio only.

    To wait until a date or time is reached, do the following actions:

    1. From the Wait type list, select Timer.
    2. Click Reference date/time.
    3. In the Date/Time field, select a field that stores the date and time till which the process must wait.

    To wait until a certain amount of time has passed, do the following actions:

    1. In the Wait type list, select Timer.
    2. Click Set date/time interval.
    3. Enter integers in one or more of the fields that are displayed, based on the interval of time that the process must wait.
      For example, you can pause processing for a number of months, or you can be more specific by providing a number of hours and minutes

    To wait for one or more cases to reach a specific status, do the following actions:

    1. In the Wait type list, select Case Dependency.
    2. In the Wait for (Case type) lists that are displayed, define the type of cases on which the process waits.
      In the first list, select Any or All to indicate how many cases must reach a specific status before the process resumes. In the second list, select the case type from which the cases are created.
    3. Click To reach status.
    4. In the field that is displayed, press the Down Arrow key and select a status value.

    To wait for one or more cases to be resolved, do the following actions:

    1. In the Wait type list, select Case Dependency.
    2. In the Wait for (Case type) lists that are displayed, define the type of cases on which the process waits.
      In the first list, select Any or All to indicate how many cases must be resolved before the process resumes. In the second list, select the case type from which the cases are created.
    3. Click To be resolved.
      Note: A case is resolved when the case status is set to a value that starts with the word "Resolved".
  3. To allow case workers to cancel the wait conditions so that they can continue processing a case, select Users can choose to continue process.
  4. Click Save.