Conditionally displaying a supporting process

Use conditions to ensure that supporting processes are available to case workers only when they are relevant to a case.

  1. In the Explorer panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Optional actions if Life cycle is selected.
  3. Click a supporting process, which is a sequence of steps in either the Case wide actions section or the Stage-only actions section.
  4. Define the conditions that determine whether the supporting process is displayed in the case header.
    • To use a when condition:
      1. From the Visible list, select When Rule.

      2. In the field that is displayed, press the Down Arrow key, and then select the name of a when condition.

    • To define a custom expression:
      1. From the Visible list, select Expression.

      2. Click the Gear icon next to the field that is displayed.

      3. In the Expression builder dialog box, define a Boolean expression that evaluates property values, functions, or when conditions.

        For more information, see Building expressions with the Expression Builder.

      4. Click Submit.

  5. Click Save.