Case workflows define the stages a case can go through, from creation to a decision. You can configure workflows to represent your business processes.
Before configuring a case workflow:
- Log in to Mesh.
- Go to Settings.
Case workflow structure:
A case workflow has three types of stages:
- Initial: A case will always start here, with only one initial stage per workflow.
- Review: The case moves through various review stages as it progresses through the workflow.
- Decision: The final stage, where the case is closed.
Each case type has its own case workflow, that can be modified independently.
For more details see:
Viewing a case workflow
Additional configuration options:
-
Rename stages: Align stage names with your processes.
- Reorder stages: Adjust the stage order to fit your workflow needs.
For more details, refer to the respective help articles: