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How to use ChoiceList coming from Case Manager in BPM

  • 1.  How to use ChoiceList coming from Case Manager in BPM

    Posted Mon October 12, 2020 09:57 AM
    Hi All,

    I created a choicelist in my Case Manager solution and I need to use it in the BPM Activity. I see my choicelist in Data->Choice List, but I don't know how use it… Can someone help me with an example? Thanks for any kind of support. (I use BAW 20.0.0.1)

    ------------------------------
    Marco Arrigoni
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  • 2.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Tue October 13, 2020 02:58 AM
    Marco,
    please see page 18 of the document listed in this article: https://www.linkedin.com/pulse/moving-from-ibm-case-manager-business-automation-workflow-olaf-hahnl

    ------------------------------
    Werner Fuehrich
    BPM Tech Sales / SWAT
    IBM Germany Research and Development
    Boeblingen
    497031163077
    ------------------------------



  • 3.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Tue October 13, 2020 11:27 AM
    Hi Werner,

    Many thanks for the article, I confirm that I can see the choicelist in BPM correctly, but I don't understand how use it in the coach. Should I use "single select"? I tried to configure it, but without success… I didn't found out how to do this in the article . In other words, I need that the end-user can see the values in the coach and then choose the desidered value. Obviously, I need that the end-user choice is saved in the case manager property.

    ------------------------------
    Marco Arrigoni
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  • 4.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Tue October 13, 2020 11:38 AM
    Hello Paul,

    How for Werner, the article shows how the choicelist is "mapped" in the BPM Data, but I need an help to how to use it in the coach. I know FileNet and Case Manager well, but I'm not a BPM expert, so, may be, my question is simple for you, not for me ;-( ... Thanks for your attention, and thank in advance for every suggestions on this.

    ------------------------------
    Marco Arrigoni
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  • 5.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Tue October 13, 2020 11:47 AM
    Hello Marco
    Take a look the BAW 20.0.0.1 Knowledge Center describing the usage of Singe Select View.
    https://www.ibm.com/support/knowledgecenter/SS8JB4_20.x/com.ibm.wbpm.ref.doc/topics/spk_ui_tkt_single_select.html

    ------------------------------
    PaulPacholski
    Offering Manager | Digital Business Automation
    IBM Canada Ltd.
    ------------------------------



  • 6.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Tue October 13, 2020 09:24 AM
    Edited by Stephanie Wilkerson Tue October 13, 2020 09:54 AM
    Hello Marco

    See this article  https://higherlogicdownload.s3.amazonaws.com/IMWUC/UploadedImages/883510e8-da6e-4f6f-87d7-9e12a35871ad/Moving_from_IBM_Case_Manager_to_IBM_Business_Automation_Workflow_-_Development_and_End-User_View_v1_0.pdf

    showing how to use choice list in Views.



    ------------------------------
    PaulPacholski
    Offering Manager | Digital Business Automation
    IBM Canada Ltd.
    ------------------------------



  • 7.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Tue October 13, 2020 07:46 PM
    Hi Paul,

    I read the document you shared. I don't think it has the answers Marco is looking for. He's looking for 2 solutions:
    - Display Choice List on a coach
    - Edit Choice List from a coach

    In the article, it first explains that you can now see Choice List in BPM's Data.

    It then explains how you can explore Choice List from Web PD
    Then it ends there. It doesn't explain how you can actually use it in a BPM process execution context i.e. displaying, editing, etc.

    I don't have a BPM - Case setup to explore but judging from the screenshots, Choice List in similar to the pre-defined business object types that are only usable for coach view configuration options which are for designers, not end users. 

    So I'm curious too how are we supposed to deal with Choice List in BPM?

    Thanks,
    Thong


    ------------------------------
    Thong Huynh
    Sydney NSW
    ------------------------------



  • 8.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Wed October 14, 2020 09:01 AM
    Hello Thong Huynh

    I think there is a confusion as to what is "Choice List" in Process Designer...
    Choice List is a type.
    So what we are manipulating is not Choice List but a variable (property in Case) that can have values bases on a Choice List (type).
    I agree that a simple example is what we need.
    I will start working on it.
    One little hint for now is that to expose a variable to editing in a Coach you need to enable it, othwewise you will not be able to bind it views!


    ------------------------------
    PaulPacholski
    Offering Manager | Digital Business Automation
    IBM Canada Ltd.
    ------------------------------



  • 9.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Wed October 14, 2020 10:29 AM
    Hi Paul, thanks for your interesting on this.

    Below some pictures about my simple solution:

    Waiting your sample…

    Many thanks!!!

    ------------------------------
    Marco Arrigoni
    ------------------------------



  • 10.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 09:05 AM

    Hi Paul,

    According to my information we are still lacking support to bind the items in a single select coach view within a BPMN based case activity workflow to a choice list we "inherit" from the parent case. You have all kinds of config options for the single select CV but none is able to actually leverage the existing choice list. 

    I already had  a brief conversation with Olaf Hahnl on that topic and understood that this is on the roadmap for an upcoming release of BAW but I just validated on the DBA 2.9 image that it is still not implemented.

    As an example, I took the "Legal Documentation Review" Case Solution from the DBA 2.9 image and added a choice list in Case Builder for the "Entity Country" property.



    When assigning it to a "single select" coach view it appears like this:

    But none of the available options allow you to leverage the existing choice list item to be used as the items for the single select CV.


    In fact, the only solution right now is to define exactly the same display names/values in a static list configured at the level of the CV or to implement a custom service which would retrieve this information from the choice list defined at the level of the CPE (which means in fact regular coding and breaks our low/no code message).



    ------------------------------
    Michael Kirchner
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  • 11.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 09:51 AM
    Hello,
    Given that there aren't any config options for dealing with a ChoiceList, perhaps a service is required populate the SingleSelect CV? I have not delved into the APIs available to handle ChoiceLists yet (I expect that Paul is doing that right now!) but anything that's available would be usable in a service. I have used a service in the past to populate (and re-populate) a SingleSelect from a DB and it seems to me that this might be the way to go.
    Stuart...

    ------------------------------
    Stuart Jones
    Hybrid Cloud Architect
    IBM
    Chicago IL
    6303904436
    ------------------------------



  • 12.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 10:01 AM
    Agreed. Ideally the service would be able to take advantage from the case variable that is bound to the coach view and use this information to retrieve the values/display names of the choice items from the CPE....

    ------------------------------
    Michael Kirchner
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  • 13.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 11:00 AM
    All

    Here is a detailed description how to get Choice List based input restrictions in Coaches:
    Box
    Box remove preview
    Box
    View this on Box >


    ------------------------------
    PaulPacholski
    Offering Manager | Digital Business Automation
    IBM Canada Ltd.
    ------------------------------



  • 14.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 03:34 PM

    Hi Paul,

    thanks for your suggestion. But this way you actually duplicate the choice list and its elements at the level of the process data model. In case you change the choice list in Case Builder (add/remove/change selection items) you always have to apply the same change manually in Web Process Designer.
    I understand that the way you describe is superior to my suggestion (for the "static list" option at the level of the CV the list needs to be configured for every single select CV that is supposed to show this variable whereas your suggestion allows to define the list once and re-use it in different CVs) but ultimately you have to define the elements twice as a choice list in Case Builder and as a selection in Web Process Designer.
    It would be helpful if we created the appropriate selection object automatically instead of a "choice list" object that cannot be used to populate the single selection CV.

    Best regards,



    ------------------------------
    Michael Kirchner
    ------------------------------



  • 15.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 04:10 PM
    Michael

    I agree with you on all your points.
    My objective was to show how we can accomplish what was ask in this append using the current release - 20.0.0.1.

    ------------------------------
    Paul Pacholski
    Offering Manager | Digital Business Automation
    IBM Canada Ltd.
    ------------------------------



  • 16.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 05:57 PM
    Hi Paul and Michael, many many thanks for your contributes on this issue!! It's very appriciate. I'll follow your suggestions in my solution.
    Thanks a lot!!!

    P.S:
    - I hope that new BAW version can manage easier this "new" data type
    - May be, I could try to use an extarnal source to keep the list (like a json or DB or...) and then use an EDS in Case Manager and a Service in BPM to pickup the list of values. Pro: 1 point to manage the list. Con: Develop the EDS and managing the list outside the Platform (not important for my solution because already use EDS for dependent property in Navigator). Let's me know what you think about this.

    Best Regards

    Marco.

    ------------------------------
    Marco Arrigoni
    ------------------------------



  • 17.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted Thu October 15, 2020 08:59 PM
    Edited by Thong Huynh Mon October 26, 2020 11:33 PM

    Hi all,

    I spent some times to poke around. 

    So I have tried everything and still not able to get the ChoiceList values to display in BPM.

    First, I was able to see the list auto-populated in a Coach View configuration option if I define that option's type to be a HousingStatus type
    image.png

    The config setup is like this
    image.png

    I concluded that this is one usage of ChoiceList in BPM whereby you can manipulate your CV based on the values dictated by the ChoiceList.

    One example of this is a Chart CV in which you can choose from config option a 'chart type'. If you choose 'Pie Chart', the CV will display a pie chart. If you choose 'Bar Chart' and CV will display a bar chart instead. This action is only for Process/Case Designer rather than the end user. 

    But this is not what we're looking for in this thread. We want the list to be available to end users using low code techniques.

    So I look further and found that there are some JS API available to work with 'content objects'
    image.png
    This documentation says that we now have new namespaces after TWObject. So I went and tried that in server script in a service flow.

    image.png

    You see now we have new APIs tw.object.contentObject and tw.object.property to initialize content objects and their properties.

    Ok I then use this init service in a CSHS like this
    image.png

    And then I can see it in the browser logs
    image.png

    BUT it is not a LIST, it's a single object with 2 properties (displayName and value). It's more like the housing status of the applicant in this case, not the reference data. 

    So this is as far as I can go trying to use APIs to get the list of values defined for HousingStatus in Case. 

    I also found a knowledge center article for this but no luck as well
    image.png

    Drag and drop variable to the canvat would just create a bunch of Text controls with no value (I expect it to auto generate Select CV with options to select but maybe that's now how it's designed to do)
    image.png


    Unfortunately, I was not able to get it to work as expected. I think the answer on the thread is the correct answer for now. We have to recreate the list in BPM to use it on the coach.

    I feel like I got very close the solution.

    Hope this helps!



  • 18.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted 6 days ago
    Hi all,

    is there any update about this case ? Using Case choicelist in coaches without re-creation.

    Thanks


    ------------------------------
    Yannick Martin
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  • 19.  RE: How to use ChoiceList coming from Case Manager in BPM

    Posted 6 days ago
    Hi Yannik,

    this should work as expected with the current BAW release (20.0.0.2).
    I just validated it in my demo environment. When you assign a choice list to a case property and use this case property in a BPMN based case activity, it honours the choice list that has been defined in Case Builder.
    Actually, when you drag the case variable which has a choice list assigned to the coach canvas, it automatically uses the "Single Select" coach view and the static choice list is defined automatically leveraging the information from Case Builder.
    You will,  however, have to delete and re-add the property in your coach once you change the choice list in Case Builder as is seems that it does not sync this information automatically.

    Hope this helps!

    Best regards




    ------------------------------
    Michael Kirchner
    Leading Technical Specialist - Digital Business Automation
    IBM Technology
    Germany
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