Task Based Smart Shapres

Question 1

What is a smart shape

Answer 1

They are pre-configured utilities or sub processes that facilitate specific actions, similar to macros or scripts. ie, create a PDF, change to a different case stage, attach a file.

Question 2

What are the two types of smart shapes?

Answer 2

Utilities and sub processes.

Question 3

What is a utility smart shape?

Answer 3

Provide an easy way to complete a common action. they are orange.

Question 4

What is a sub processes smart shape?

Answer 4

They provide a way to complete a more complex type of common action, so they are best accomplished using a sub process. They are blue.

Question 5

What type of smart shape is a Duplicate Search Cases?

Answer 5

It is a sub process smart shape and is blue.

Question 6

What data do you need to configure the Send Email smart shape?

Answer 6

You need: Email Address ( work party’s email), Subject of email, message of the email or a correspondence detail template.

Question 7

When would you use a change stage smart shape?

Answer 7

To Return to a stage that has already been processed, jump to another primary stage or jump to an alternate stage

Question 8

What steps are run when a processes that has stage that has already been processed is reentered using the Change Stage smart shape

Answer 8

Only the steps that are marked as Launch on re-entry. the other steps are ignored.