BPM, Workflow, and Case

BPM, Workflow, and Case

Come for answers. Stay for best practices. All we’re missing is you.

 View Only

  • 1.  How to Replicate "Case Information" Widget Functionality in BAW 23.0.1 Using Client-Side Human Services?

    Posted 04/07/25 09:43 AM

    In IBM Case Manager 5.2, I utilized the "Case Information" widget to store documents within a case. In IBM Business Automation Workflow (BAW) version 23.0.1, we are transitioning to a Case Solutions with Client-Side Human (CSHS) implementation.

    What is the recommended and most efficient approach to replicate this functionality in BAW using CSHS?



    ------------------------------
    Hari Krishna
    ------------------------------


  • 2.  RE: How to Replicate "Case Information" Widget Functionality in BAW 23.0.1 Using Client-Side Human Services?

    Posted 04/08/25 12:22 PM

    Hello!

    The Case Information widget is a composite classic widget that combined four different panels (summary, docs, activities, history) into one with tabs. In the new case CSHS pages, we have each individual view for all of those and you can position them on your custom CSHS page however you like, including placing them in a tab control if you want to have the "stacked/tabbed" look again.

    The first thing to do is create a custom case details CSHS, add you case props into the drop zone under the Properties tab and then start customizing as you like.

    https://community.ibm.com/community/user/automation/blogs/dave-perman/2022/07/15/customizing-your-baw-case-user-interfaces-that-use



    ------------------------------
    DAVE PERMAN
    ------------------------------



  • 3.  RE: How to Replicate "Case Information" Widget Functionality in BAW 23.0.1 Using Client-Side Human Services?

    Posted 04/11/25 09:56 AM

    The default out-of-the-box `ECMDocumentInfo` widget is not functioning as expected on the Case Details page. Specifically, the Documents tab displays a spinning icon and does not show any documents or folders. Following the guidance in the articles below, I created a custom view and added it to the Case Type:
     
    https://www.ibm.com/support/pages/documents-tab-shows-spinning-hat-case-details-default-human-service-page
    https://www.ibm.com/docs/en/baw/23.0.x?topic=services-creating-custom-page
     
    While the custom case view is now loading, the same issue persists: the Documents tab still shows the spinning icon, and no documents or folders are displayed. Additionally, I am encountering the following error:
     
     
    Caused by: java.security.PrivilegedActionException: com.ibm.bpm.embeddedecm.exception.UnexpectedFailureException: CWTDS0000E: An unexpected failure occurred. Details: 'FNRCR0008: RETRIEVE_BAD_GLOBAL_IDENTITY: The global identity is invalid or was not found. A request to retrieve an object of class 'ObjectStore' did not include sufficient identity information for the object itself.'
    Explanation: An exception was thrown.
    Action: Check the server log files.
    at java.security.AccessController.doPrivileged(AccessController.java:788)
    at javax.security.auth.Subject.doAs(Subject.java:570)
    at com.ibm.websphere.security.auth.WSSubject.doAs(WSSubject.java:196)
    at com.ibm.websphere.security.auth.WSSubject.doAs(WSSubject.java:153)
    ... 123 more
    Caused by: com.ibm.bpm.embeddedecm.exception.UnexpectedFailureException: CWTDS0000E: An unexpected failure occurred. Details: 'FNRCR0008: RETRIEVE_BAD_GLOBAL_IDENTITY: The global identity is invalid or was not found. A request to retrieve an object of class 'ObjectStore' did not include sufficient identity information for the object itself.'
    Explanation: An exception was thrown.
    Action: Check the server log files.
    at com.ibm.bpm.embeddedecm.internal.EmbeddedECMInternalUtils$28.run(EmbeddedECMInternalUtils.java:5801)
    at com.ibm.bpm.embeddedecm.internal.EmbeddedECMInternalUtils$28.run(EmbeddedECMInternalUtils.java:5774)
    at java.security.AccessController.doPrivileged(AccessController.java:782)
    ... 126 more
     
    I am using a single-box setup with both BAW and FileNet installed, and I am utilizing the internal FileNet server. Could you please clarify the following. 
     
    1. What value should be provided for the Server Name field in the `ECMDocumentInfo` widget?  
    2. Which variable holds the internal server name?  
    3. Is it necessary to specify the Instance ID parameter?  
     
    Note: My environment includes five object stores, two of which are target object stores.
     
    Can you please help me to solve this documents loading issue in Case details page?


    ------------------------------
    Hari Krishna
    ------------------------------

    Original Message


  • 4.  RE: How to Replicate "Case Information" Widget Functionality in BAW 23.0.1 Using Client-Side Human Services?

    Posted 04/11/25 10:34 AM

    Hello again!

    If you look at the Document Explorer view we use on our default/custom case details CSHS pages, you will see that the server is set to the built-in IBM_TargetObjectStore that is one of the special constants that represent the standard CMIS server connections set up by BAW. By using these constants, there is no need to manually define a CMIS server connection. If you have other object stores as you say, then you do need to define those connections in the "Servers" area of your project and use the ID of those connections for any content management views that want to point at them.

    Also note that when using BAW case, you should not be using the embedded CPE as it is not configured for future capacity and HA needs you might have due to the large amount of content generated for the long term by case solutions (vs process attachments which tend to be more transient and is what the embedded CPE is configured for).

    One thing to note when using the Content Management views with a FileNet CPE is that where you specify a folder path, you can also just pass in the FileNet folder GUID as shown below for the Document List on a case details page.

    Here is the Document List and the standard Doc Explorer on the same Case Details page pointing at the same case folder.



    ------------------------------
    DAVE PERMAN
    ------------------------------

    Original Message


Related Content