Viewing a case workflow

Last updated: April 7, 2026

Case workflows represent the stages a case can go through from creation to decision, and can be configured to align with your business processes. Each case type has its own case workflow. 

A case workflow has three types of stages:

  1. Initial: A case will always start here, with only one initial stage per workflow. 

  2. Review: The case moves through various review stages as it progresses through the workflow. 

  3. Decision: The final stage, where the case is closed.

How to access case workflows:

  1. Log in to Mesh.

  2. Select Settings from the main header.

  1. From the navigation menu, select a case type under Case Workflows to view the workflow for that case type.