BPM, Workflow, and Case

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  • 1.  How to show current step and user that case(task) is pending in case details

    Posted Wed May 24, 2023 02:36 PM

    I am using case manager with FileNet process designer in traditional BAW to build solutions without coaches. In case details page, I have to show current step and user that case(task) is pending. Is there any widget or OOTB wizards to help on this?
    Timeline Visualizer widget is too heavy and complicated for end users.



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    Similesh
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  • 2.  RE: How to show current step and user that case(task) is pending in case details

    Posted Thu May 25, 2023 05:11 AM

    Hi Similesh,

    You can use Inbasket widget in Case details page and with a Script Adapter, configure dynamic filter to display workitems of the current case by consuming send case info event.



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    Ramesh Bhat
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  • 3.  RE: How to show current step and user that case(task) is pending in case details

    Posted Fri May 26, 2023 11:12 AM
    Hi Ramesh,
    Thank you for your prompt response. Inbasket widget will show work items for specific roles only. Business wants to view the step and participant name case is pending with.
    For everyone (all roles users) from case details page, this to be made available - "Name of current step of workflow in progress and current participant assigned".


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    Similesh
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  • 4.  RE: How to show current step and user that case(task) is pending in case details

    Posted Mon May 29, 2023 09:34 AM

    Hello Similesh,

    OOTB I guess there is no option where you can show all the details of workitem but what you can do is create plugin service to fetch all the required details for a workitem and with help of HTML markup widget you can show it on UI.



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    Rutvik Rajpura
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  • 5.  RE: How to show current step and user that case(task) is pending in case details

    Posted Mon May 29, 2023 01:29 PM

    Hi Similesh,

    It requires solution configuration through FileNet Process Designer.
    You need to create a custom Inbasket (of type Inbox, allow all content) then add this to all the roles which are needed to see these assigned items (or also you can create an additional role, add custom inbasket to that role and configure the inbasket widget to display items from the additional role, **if you want to display just assigned tasks only). 
    Add the columns to the custom inbasket, in your case, F_StepName, F_BoundUser and you can add more properties from case / task / system. Save the configuration.
    Thus you get all the assigned workitems in this custom inbasket, now you need to apply dynamic filtering to show only current case work items in the Case client.
    So this is pretty much configuration.
    **Please note, this works for P8 workitems only.



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    Ramesh Bhat
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  • 6.  RE: How to show current step and user that case(task) is pending in case details

    Posted Thu July 13, 2023 11:37 AM

    Depending upon how long the step and user values are you might want to look at setting F_CaseTask.CmAcmTaskName in the Step --> Assignments --> Before Execution part of Process Designer

    eg. F_CaseTask.CmAcmTaskName  = TaskName + "-" + F_StepName + "-" + {Might need to store the user in a property as F_BoundUser will return an integer}

    The updated value then shows up automatically in the Case Info widget in the Tasks and History tabs.
    We use this technique quite often after exiting a step when wanting to show whether a task was Approved/Rejected and who the user was



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    Dave Ward
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