Adding discretionary workflow activities

Discretionary workflow activities are defined for specific types of cases. Typically, they are used for situations that happen frequently, but not as part of every case. For example, a discretionary workflow activity might be used to initiate a fraud investigation for an insurance claim. The work items that are required to complete this investigation are predefined for the discretionary workflow activity.

To add a discretionary workflow activity to a case from the Case Details page, the Work Details page, or the Activities tab in the Case Information widget:

1. Click Add Activity.
   Tip: Using the added support for process activities in discretionary tasks, you can also start a process task by clicking the Add Task button in the Work Details page. If the process has a launch UI, the launch UI page is automatically opened when the task is started.
2. Select the type of discretionary activity that you want to add.
3. Specify a name for this activity that you and others who must work on this activity can understand.
4. If there is a workgroup for any of the work items in this activity, assign specific users to the workgroup by clicking workgroup name > Add in the Properties section.

   In Case Client, the workgroups are displayed in the Properties widget where you can also add users to the workgroup.

5. If attachments are required complete any of the work items in this activity, click Add in the Attachments section to add the documents.
6. Click OK.