Case Stages widget
You use the Case Stages widget to display a visual representation of the stages that a
case passes through. The widget shows case workers which stages are complete, which stage is the
current stage, and which stages are yet to come.
After you add the Case Stages widget to the Case Details page, you can
configure the widget toolbar to enable case workers to perform the following actions:
| Action | Description |
|---|---|
| Complete | Completes the active current stage. The case automatically moves to the next stage. If there is no next stage, all stages are marked as complete. The Complete action cannot be used if the current stage is on hold. |
| Restart | Restarts the case stage that is previous to the active current stage. If all case stages are complete, the Restart action restarts the last stage. This action cannot be used if the current stage is on hold. |
| Toggle Hold | Places the active current stage on hold. If the current stage is already on hold, this action returns the stage to the active state. |
This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15