BPM, Workflow, and Case

BPM, Workflow, and Case

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  • 1.  Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 03/23/21 12:17 PM

    Hi

    In Case Manager you have the "Views" that are the form editor for the solution.

    I found the need to have a "View" with a link that can do a pop-up windows and show you another "View". Is there a way to do that in Case Manager?
    Any sample or documentation is welcome.

    Regards



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    Martin Iturbide
    Consultant
    Next Step C.A.
    Quito
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  • 2.  RE: Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 03/24/21 01:27 PM
    Edited by Michael Kirchner 03/24/21 01:27 PM
    Hi Martin,
    can you explain a bit more the use case you want to solve?
    A view defined in Case Manager is a way to display case metadata in a pre-formatted way.
    Why do you want to display another view (i.e. another representation of the same case/activity metadata) in a pop-up window?

    Best regards

    ------------------------------
    Michael Kirchner
    Leading Technical Specialist - Digital Business Automation
    IBM Technology
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  • 3.  RE: Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 03/24/21 02:14 PM

    Hi Again Michael, let me see if I can explain the situation.

    I have a table (or grid) with 5 columns of a "order to buy", the idea is then it clicks on it shows more information of the order on a pop-windows (preferable a Case Manager View), since the order has a lot of information, so we need to put more fields on that pop-up.

    We also tried to have that "full order" on the bottom of the table (grid), so on the click of the table row it populates the information, but loading time of the view takes too much, and provides strange behavior on the table, like creating empty row (just like if the + sign was clicked a couple of times)

    Maybe there can be a different way to implement the idea.

    Regards



    ------------------------------
    Martin Iturbide
    Consultant
    Next Step C.A.
    Quito
    ------------------------------



  • 4.  RE: Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 03/25/21 04:40 AM
    Hi Martin,

    thanks for the explanation. Let me repeat in my own words to check whether I correctly understood the use case.
    1. Your case has a list of orders where each order has, let's say 20 properties.
    2. You would like to show the 5 most important properties in an "order list" (grid/table) where each line is representing one order and each column shows one of the 5 key properties.
    3. Users should be able to select one order ("row") in the table and this should display the full set of properties for this order object, e.g. in a pop-up dialog. You would like to use a Case View to design the layout of this pop-up dialog as well.

    From a data model point of view, I assume that you are using multi valued properties (arrays) for each of the case properties which represent the order properties. Is that correct?
    As you said that you had issues displaying all information using the property table when defining your view, could you please give an example of how many rows and columns you would have to display?

    Best regards 



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



  • 5.  RE: Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 03/25/21 01:34 PM
    Edited by Martin Iturbide 03/25/21 01:36 PM
      |   view attached
    Hi Michael

    Your appreciation is correct.

    I made this little sample:
    On this screen, on the table,  I want to include the link that opens a view.


    I want to open this view that I created called "OrderView" with a pop-window.



    I uploaded here the little project sample file I made.



    Regards

    ------------------------------
    Martin Iturbide
    Consultant
    Next Step C.A.
    Quito
    ------------------------------

    Attachment(s)

    zip
    2021-03-25_18-23-20.zip   12.93 MB 1 version


  • 6.  RE: Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 03/26/21 06:29 AM
    Hi Martin,

    thanks for confirming and for providing your sample.
    Unfortunately there is no easy ootb solution to match your requirements. I would suggest to consider the following (which may be feasible or not, depending on boundary conditions such as the version of BAW you are using and whether you deployed the BPNM workflow engine). In any case, you will need to write some custom JS Code or a custom widget to achieve your goal.

    1) In general, I'd suggest to use the "business objects" feature instead of storing the the order properties in arrays.
    By defining the order properties as single valued properties (not as arrays) and defining a business object "Orders" and assigning the corresponding properties to it, you have a more logical structure than using multiple arrays.
    You will, however, require BAW 20.0.0.1 or higher to be able to fully leverage BOs  and it will be difficult to modify BO data from case activities in the background.

    2) A view is defined to visualize case and activity metadata. You are dragging the these properties into the view which means that you will display the corresponding properties when showing the view. Your "Order View" will always show the corresponding case properties which you used when you designed the view (MD_OrderNumber, MD_OrderAmount, MD_OrderDate). It is not possible to use this view definition to display values from other case properties. In other words, you would dynamically have to set the values of the properties you use in your order view (MD_OrderNumber, MD_OrderAmount, MD_OrderDate) to the values for the selected order before showing the view.

    3) You could use the "Row clicked" event from the Order table to do the following (requires custom code in a JS Adaptor which is wired to the "Row clicked" event).
    Either:
    - Based on the row parameter (payload of the event), retrieve the corresponding properties of the order object and show the values in a pop-up window which used a custom HTML format (not the Order View which you designed)
    Or:
    - Based on the row parameter retrieve the corresponding order properties, store them in temporary case properties (which you use in the Order View) and use custom code to open a pop-up dialog which shows this view.

    In case you only want to view the order metadata, the first approach would be much easier. In case you also want to edit the values (from the pop-up) you would have to write additional code to ensure that you sync the changes you applied to the temporary case properties with the correct case properties.

    In general, I'd consider using BOs and showing all BO data in the BO table. When using BOs and displaying them in the table view, you have some config options. For example, you could configure only the five key properities as visible and show the remaining ones only when a user selects the "edit" action. However, for editing the properties, a flat list will be displayed as opposed to a defined view.


    Best regards


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



  • 7.  RE: Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 03/29/21 09:09 AM
    Hi Martin,

    Have you considered some/all of the following:
    - Add another property to your list of MV properties (let's call it MD_OpenView as type boolean, default value = false)
    - Add the property to your view / table as a checkbox
    - Add handler for MD_OpenView value change (watch the MD_OpenView property value / check FieldChanged on Properties widget / etc.)
    - If value = true (i.e. user has clicked the value) then "open the view" and set value to false)

    Alternatively you could develop a custom editor if the OOTB display for the control is not sufficient (open view button / hyperlink / etc.)

    This would still leave you with "how to open the view"...
    Haven't tried it myself, but if you poke around in the widgets package source code you can probably find some pointers for the way to approach this.

    Good luck!
    Dave Ward.

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    Dave Ward
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  • 8.  RE: Case Features (Case Manager) - Pop-ups windows calling a "View"

    Posted 04/05/21 04:17 PM
    You need to write custom JS code on page commit (or on change event on property field) which will call popup dialog and pass case editable to the dialog. Further invoke COMMIT coordination on dialog OK button to save updated data to case.

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    Nitin Upasani
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