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.