Getting started with case activities

You can model case activities using DCR (Dynamic Condition Response) Design Portal. DCR Portal is a third-party tool.

Prerequisite: To use the DCR Portal for production, your organization must own a license. You can buy DCR Portal licenses from DCR Solutions.
  1. Open DCR Portal in Google Chrome.
  2. Create a profile.

You can work with your own personal processes or with processes that have been shared by others users.

Create a DCR process

The first step in modeling case activities is to create a DCR process and add the activities that you want for the case activity workflow.

Vigtigt: This release of WorkZone builds on the DCR Engine 5.7.0.1.
  1. Log in to the DCR Portal from DCRGraphs.net.
  2. At the top of the dashboard, click Create Process.
  3. Enter a name for the new process, and then click Save.

    4. - Or -

    Click the Templates, and then select WorkZone Case Activities Template. See Create a DCR process using the WorkZone template.

  4. Add activities and create connections between the activities to model your case activity process.

    5. For information about creating DCR processes, see the DCR documentation.

To export your DCR process and make it available in WorkZone, see Export and deploy case activity processes.