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Linking Schedules to Case Processes in Builder

Once you have a schedule of dates created, you can start to make use of the Schedule within a Case process configuration. This is the point where you can:

  • Link the Case process to a specific Schedule
  • Link its Steps to a date from within that Schedule
  • Create Due Date rules which reference dates within the Schedule

The first setting to make is to go to the Case ldevel settiings within a Case flow screen in Buider and select the desired schedule from the ‘Schedule’ dropdown in the Case Info Screen.