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Posted: June 15, 2016
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How do I step back a "stage" in a casetype?
Hi,
I just want to know if it's possible to go back to a previous stage in a case from any step of a stage. If so, how can I do it?
Thanks.
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Use the 'Change Stage" shape.
Most likely you will want to check the "Close assignment from current stage" checkbox.
There is also an standard API activity named pxChangeStage.
Plus there is a local action named pyStageChange, the post-Activity for which calls pyChangeStage.
The pyChangeStage Activity calls pxChangeStage but does not set param.CleanUpProcesses to true.
You can save both pyChangeStage rules to a name of your choice, e.g., ActionChangeStageCleanUpProcesses, then have the pxChangeStage step set param,CleanUpProcesses to true.