BPM, Workflow, and Case

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  • 1.  Case Features: Assign a City for a Clerk on the workflow

    Posted Tue November 24, 2020 05:55 PM
    Hello

    On IBM BAW, Case Feature (or Case Manager) development, what is the easy way to assign a "City" to an specific user that has a role like "Clerk".  I want to have John in Texas and Mary in Orlando. If inside the workflow, "Texas" is selected as a city, the case will go to John, and for Orlando it will go to Mary.

    Then, how the administrator of the workflow will select on the GUI that John is assigned to Texas? I don't see any easy way to extend the functionality of "Manage Roles".

    How is it basic functionality supposed to be created inside a Case solution?

    Links, tips, pictures, documentations, etc. are welcome.

    Regards

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    Martin Iturbide
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  • 2.  RE: Case Features: Assign a City for a Clerk on the workflow

    Posted Wed November 25, 2020 08:29 AM
    Hi

    Just a little thing, when I ask "what is the easy way.."  it may also mean "how it is supposed to be done on the Case Features solutions".

    Regards

    ------------------------------
    Martin Iturbide
    Consultant
    Next Step C.A.
    Quito
    593-2-225-0017
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  • 3.  RE: Case Features: Assign a City for a Clerk on the workflow

    Posted Wed November 25, 2020 11:27 AM
    Edited by ZAFIRIS KERAMIDAS Thu November 26, 2020 01:47 AM

    I have not done it but a possible solution could be:

    - add a user attribute to hold the City of the user (see Creating a user attribute definition)
    - create a "team filtering" service for the task assignment (which will filter users for the case City)

    Hope this helps!

    (ignore duplicate answer... I posted it but it did not show in the thread)

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    ZAFIRIS KERAMIDAS
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  • 4.  RE: Case Features: Assign a City for a Clerk on the workflow

    Posted Wed November 25, 2020 11:53 AM
    A way to do this could be:
    • Create a user attribute to hold the City (see Creating a user attribute definition)
    • Create a "team filtering" service to handle the task assignment (comparing the new user attribute with the case City)
    I hope this will help
    Best regards

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    ZAFIRIS KERAMIDAS
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