You can customize each application you create from a process by selecting only the relevant steps or items.
This flexibility allows you to adapt the process to the specific needs of a client or a case, without modifying the original process.
Example of use
You have a standard onboarding process with 10 steps, but for a specific case, only 5 are needed.
By selecting “Custom list”, you can create an application containing only those 5 steps, and even add an extra form to request additional information from that client.
Three steps are required to customize an application:
1. Enable the option in your process
Before you can select the elements of an application, you need to enable this option:
Open the process you want to configure.
Go to Settings > General > Select the information you want to collect.
Check the box “Allow agents to select specific steps.”
Click Confirm.
2. Choose the elements when creating an application
When creating a new application from this process:
At Step 2 of the creation, you’ll see a section called “Items requested.”
By default, the option “All items” is selected, which includes all steps of the process.
Select “Custom list.”
3. Customize the list of elements
An icon appears next to “Custom list.” Clicking this icon opens a pop-up window.
From this window, you can:
Select or deselect the steps of the process to include in the application.
Add extra files to collect in the “Other files” section.
Add additional information fields in the “Additional information” section — these will appear as a new form within the application.
Once you’re done, click Confirm to save your selection.