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- Designing a case
- Case types
- Creating a case type
- Defining the case life cycle
- Configuring case creation
- Creating a stage in the case life cycle
- Adding a process to a stage
- Adding a step to a process
- Step types
- Collecting information from a user
- Assigning a task to a user
- Requesting approval from a user
- Adding a preconfigured step to a process
- Asking a question in a case
- Asking a group of related questions in a case
- Attaching information to a case
- Attaching screen captures to a case
- Creating a contextual case
- Collecting digital signatures in a case
- Finding duplicate cases
- Moving a case to a different stage
- Pausing a process in a case
- Persisting a temporary case
- Posting messages to a case
- Preloading a data page
- Running a survey in a case
- Sending event notifications from a case
- Sending email from a case
- Sending push notifications from a case
- Saving data in a data page as part of a flow
- Updating case information
- Calling one process from another process
- Configuring case resolution
- Improving case findability
- Adding meaningful data to a case
- Guiding case workers to successful case resolution
- Validating case data
- Enabling case notifications
- Changing the status of a case
- Providing relevant options in a case
- Enforcing service-level agreements
- Managing concurrent access to a case
- Case processing
2018-07-31