BPM, Workflow, and Case

Co- Author : @Suchitha K M

A new feature “Solution Layouts” has been introduced in 24.0.0 release of IBM Business Automation Workflow.

Solution layouts are new human service-based pages that provide case workers with access to searching and listing cases in a case solution.
More details on this new feature can be found here:

https://community.ibm.com/community/user/automation/blogs/shree-mishra/2024/06/06/exploring-solution-layout

You can create your Custom Solution Layouts using Cases templates which is the copy of default cases list client side human service page.
For the Cases listed in your custom Solution Layout, default menu actions have been provided which can be used to perform actions on a particular case. You can also customize these menu actions.
This blog focuses on how these menu actions can be customized and some of the known actions that you can add for your case list.

These are the Standard actions that are available by default for your cases in the Case List. You can customize this to add the actions you need.

Adding Manage Team as action menu

Drag and Drop Manage Team to your page in designer. We don’t need the button to be shown at runtime since we want to use this as action menu, for this use Hide Manage Team Button configuration.

In the Case List configuration, you will find Custom Menus, to add a new menu add a row with a unique id, label and icon for the action.

”On click of custom menu” event has been provided for Case List.
By default here you will see the below script which is to handle the default actions provided as shown before.

me.handleStandardActions(data); 

Now for Manage Team action we will append the below script for this event.

if(data && data.menuId && data.rowData && data.rowData.Id){
    if(data.menuId === "manageTeam"){
        var manageTeamView = ${Manage_Team1};
        var caseid = data.rowData.Id;
        manageTeamView._instance.caseId = caseid.substring(1,caseid.length -1);
        manageTeamView._instance.objectStoreTOS = me._instance.tosName;
        manageTeamView.openManageTeamModal();
    }
}

So it should look something like below:

Now at runtime, you can see the Manage Team action and when clicked it will open the Manage Team dialog where you can modify the team members and owners as per your needs for this particular selected case.

Adding Split Case as action menu

We can add Split Case as the custom menu action.
Add Split Case with id “splitCase” to Custom Menu configuration and append below script to the event handler.

if(data.menuId === "splitCase"){
        var splitCaseView = ${Split_Case1};
        var caseid = data.rowData.Id;
        splitCaseView._instance.caseId = caseid.substring(1,caseid.length -1);
        splitCaseView._instance.objectStoreTOS = me._instance.tosName;
        splitCaseView._instance.isCaseClient = true;
      var navigatorURL = splitCaseView.getNavigatorURL();
        var tos =  me._instance.tosName;
        var caseId =  (data.rowData.Id).substring(1,caseid.length -1);
        var solPrefix = me._instance.solutionPrefix;
        var caseType = data.rowData.caseTypeSymbolicName;
        //splitCaseView.loadCreateSplitCase(view, event, caseType, targetObjectStore, caseId, navURI, solPrefix)
        // here first 2 params view and event not required currently, so can pass null
        splitCaseView.loadCreateSplitCase(null, null, caseType, tos, caseId, navigatorURL, solPrefix);
    }