Flashcards in Task Based Smart Shapres Deck (8)
What is a smart shape
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.
What are the two types of smart shapes?
Utilities and sub processes.
What is a utility smart shape?
Provide an easy way to complete a common action. they are orange.
What is a sub processes smart shape?
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.
What type of smart shape is a Duplicate Search Cases?
It is a sub process smart shape and is blue.
What data do you need to configure the Send Email smart shape?
You need: Email Address ( work party's email), Subject of email, message of the email or a correspondence detail template.
When would you use a change stage smart shape?
To Return to a stage that has already been processed, jump to another primary stage or jump to an alternate stage