BPM, Workflow, and Case

------------------------------
Supakorn Trakulmaiphol
------------------------------

Hello,
I think that there are several possible options here. The facilities that I outline below assume that you're using one of the more recent versions of IBM BAW:

• You could have a case activity that invokes a BPMN process. Within that process, you can build the appropriate coaches. Based on your post, above, I think that you probably understand that route pretty well.
• You can embed coaches, as iFrames within a Case page
• The out of the box case pages are being re-produced using the coach view framework. The 'original' pages aren't being removed but you now have the option to use a coach based page. Note that this is being done incrementally across a series of BAW releases so the availability of a particular page will depend on the release of BAW that you have.
• If you want to stick with Case pages and not use coaches at all, then you can build your own pages using existing Case Manager capabilities. There is a UI component called a Script Adapter that enables you to add JS to your page and you should be able to fetch the relevant information using JS.

Stuart Jones

------------------------------
Stuart Jones Business Automation Technical Specialist
Business Automation Technical Specialist
IBM
Cedar Rapids IA
630 390 4436
------------------------------

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

Hello Stuart,

Thank you so much for reply I had interest in your fourth solution about stick with Case pages only do we have any example how can I binding data with Script Adapter ? If I using `tw.*` variable it working fine in Coach UI but I dont see any example about Script Adapter before.

------------------------------
Supakorn Trakulmaiphol
------------------------------

Original Message:
Sent: Thu March 17, 2022 09:34 AM
From: Stuart Jones
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello,
I think that there are several possible options here. The facilities that I outline below assume that you're using one of the more recent versions of IBM BAW:

• You could have a case activity that invokes a BPMN process. Within that process, you can build the appropriate coaches. Based on your post, above, I think that you probably understand that route pretty well.
• You can embed coaches, as iFrames within a Case page
• The out of the box case pages are being re-produced using the coach view framework. The 'original' pages aren't being removed but you now have the option to use a coach based page. Note that this is being done incrementally across a series of BAW releases so the availability of a particular page will depend on the release of BAW that you have.
• If you want to stick with Case pages and not use coaches at all, then you can build your own pages using existing Case Manager capabilities. There is a UI component called a Script Adapter that enables you to add JS to your page and you should be able to fetch the relevant information using JS.

Stuart Jones

------------------------------
Stuart Jones Business Automation Technical Specialist
Business Automation Technical Specialist
IBM
Cedar Rapids IA
630 390 4436

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

Here is a great list of tip and tricks from a case solution builders. Even though this is from and older version of BAW Case (when is was just called IBM Case Manager), they all still apply to the classic case pages that use the case widgets, script adapters, and custom widgets you can build and register yourself.

If you are familiar with BAW processes and their CSHS (Client-side human services, pages and views), as Stuart mentions, we have been adding features since last year that allow you to build your case related pages (add, details, split) using the CSHS framework and we weave those into the Case Client using Adapter Pages that are opened for you at the appropriate time and load and embed the CSHS, providing a  bridge the two worlds.

http://rafietarabay.blogspot.com/2019/07/ibm-filenet-case-manager-script-adapter.html

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

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

Hello Dave,

The link you provided really awesome I will take a look at it also about Case Client can embed CSHS look good promising I never know about it before I will take a look at it thank you for kindly help.

------------------------------
Supakorn Trakulmaiphol
------------------------------

Original Message:
Sent: Thu March 17, 2022 10:27 AM
From: DAVE PERMAN
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Here is a great list of tip and tricks from a case solution builders. Even though this is from and older version of BAW Case (when is was just called IBM Case Manager), they all still apply to the classic case pages that use the case widgets, script adapters, and custom widgets you can build and register yourself.

If you are familiar with BAW processes and their CSHS (Client-side human services, pages and views), as Stuart mentions, we have been adding features since last year that allow you to build your case related pages (add, details, split) using the CSHS framework and we weave those into the Case Client using Adapter Pages that are opened for you at the appropriate time and load and embed the CSHS, providing a  bridge the two worlds.

http://rafietarabay.blogspot.com/2019/07/ibm-filenet-case-manager-script-adapter.html

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

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

Hello Dave, I had try using Coach CSHS binding to Case Client and it working like you suggest I can see my Custom Coach UI display to Case Client now but  I encounter problem at last step about using "Add Case" button from BAW 21.0.3 Case Toolkit from https://www.ibm.com/docs/en/baw/20.x?topic=information-case-toolkit. I had already try binding "Add Case" button and now it can display at my  Case Client but when I click at "Add Case" button that created from Coach I got error like in my picture here.
I had try using Toolbar button to adding "Add Case and Save" it does working for create new Case but my data in Coach didn't appear in new Case that opened up it will just be empty Case.

So I figure way out how to sent data from my current Coach UI to open new Case with data from Coach similar like we using View > Case Layout for display Property.

------------------------------
Supakorn Trakulmaiphol
------------------------------

Original Message:
Sent: Thu March 17, 2022 10:27 AM
From: DAVE PERMAN
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Here is a great list of tip and tricks from a case solution builders. Even though this is from and older version of BAW Case (when is was just called IBM Case Manager), they all still apply to the classic case pages that use the case widgets, script adapters, and custom widgets you can build and register yourself.

If you are familiar with BAW processes and their CSHS (Client-side human services, pages and views), as Stuart mentions, we have been adding features since last year that allow you to build your case related pages (add, details, split) using the CSHS framework and we weave those into the Case Client using Adapter Pages that are opened for you at the appropriate time and load and embed the CSHS, providing a  bridge the two worlds.

http://rafietarabay.blogspot.com/2019/07/ibm-filenet-case-manager-script-adapter.html

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

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

Make sure you start from the default add page and leave the Add Case view (it is actually a toolbar and controller) alone. Just add and layout your case properties using the palette/variables/case content object/props.

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

Original Message:
Sent: Thu March 17, 2022 01:17 PM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello Dave, I had try using Coach CSHS binding to Case Client and it working like you suggest I can see my Custom Coach UI display to Case Client now but  I encounter problem at last step about using "Add Case" button from BAW 21.0.3 Case Toolkit from https://www.ibm.com/docs/en/baw/20.x?topic=information-case-toolkit. I had already try binding "Add Case" button and now it can display at my  Case Client but when I click at "Add Case" button that created from Coach I got error like in my picture here.
I had try using Toolbar button to adding "Add Case and Save" it does working for create new Case but my data in Coach didn't appear in new Case that opened up it will just be empty Case.

So I figure way out how to sent data from my current Coach UI to open new Case with data from Coach similar like we using View > Case Layout for display Property.

------------------------------
Supakorn Trakulmaiphol

Original Message:
Sent: Thu March 17, 2022 10:27 AM
From: DAVE PERMAN
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Here is a great list of tip and tricks from a case solution builders. Even though this is from and older version of BAW Case (when is was just called IBM Case Manager), they all still apply to the classic case pages that use the case widgets, script adapters, and custom widgets you can build and register yourself.

If you are familiar with BAW processes and their CSHS (Client-side human services, pages and views), as Stuart mentions, we have been adding features since last year that allow you to build your case related pages (add, details, split) using the CSHS framework and we weave those into the Case Client using Adapter Pages that are opened for you at the appropriate time and load and embed the CSHS, providing a  bridge the two worlds.

http://rafietarabay.blogspot.com/2019/07/ibm-filenet-case-manager-script-adapter.html

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

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

Also leave the Add Case Properties view as well as it is actually just a controller as well used to load and save the new case and its data. In our next release we are working to factor those views into load and create/save services at the CSHS flow level and let the page/view just do its job as a UI.

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

Original Message:
Sent: Thu March 17, 2022 01:17 PM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello Dave, I had try using Coach CSHS binding to Case Client and it working like you suggest I can see my Custom Coach UI display to Case Client now but  I encounter problem at last step about using "Add Case" button from BAW 21.0.3 Case Toolkit from https://www.ibm.com/docs/en/baw/20.x?topic=information-case-toolkit. I had already try binding "Add Case" button and now it can display at my  Case Client but when I click at "Add Case" button that created from Coach I got error like in my picture here.
I had try using Toolbar button to adding "Add Case and Save" it does working for create new Case but my data in Coach didn't appear in new Case that opened up it will just be empty Case.

So I figure way out how to sent data from my current Coach UI to open new Case with data from Coach similar like we using View > Case Layout for display Property.

------------------------------
Supakorn Trakulmaiphol

Original Message:
Sent: Thu March 17, 2022 10:27 AM
From: DAVE PERMAN
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Here is a great list of tip and tricks from a case solution builders. Even though this is from and older version of BAW Case (when is was just called IBM Case Manager), they all still apply to the classic case pages that use the case widgets, script adapters, and custom widgets you can build and register yourself.

If you are familiar with BAW processes and their CSHS (Client-side human services, pages and views), as Stuart mentions, we have been adding features since last year that allow you to build your case related pages (add, details, split) using the CSHS framework and we weave those into the Case Client using Adapter Pages that are opened for you at the appropriate time and load and embed the CSHS, providing a  bridge the two worlds.

http://rafietarabay.blogspot.com/2019/07/ibm-filenet-case-manager-script-adapter.html

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

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

I had try remove everything from Toolbar but seem like it still encounter problem I'm start from "Add Case with Adapter" Page then just paste the Coach URL link and I had configure property of "Add Case" button in Coach like my above reply picture


------------------------------
Supakorn Trakulmaiphol
------------------------------

Original Message:
Sent: Thu March 17, 2022 01:44 PM
From: DAVE PERMAN
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Also leave the Add Case Properties view as well as it is actually just a controller as well used to load and save the new case and its data. In our next release we are working to factor those views into load and create/save services at the CSHS flow level and let the page/view just do its job as a UI.

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

Original Message:
Sent: Thu March 17, 2022 01:17 PM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello Dave, I had try using Coach CSHS binding to Case Client and it working like you suggest I can see my Custom Coach UI display to Case Client now but  I encounter problem at last step about using "Add Case" button from BAW 21.0.3 Case Toolkit from https://www.ibm.com/docs/en/baw/20.x?topic=information-case-toolkit. I had already try binding "Add Case" button and now it can display at my  Case Client but when I click at "Add Case" button that created from Coach I got error like in my picture here.
I had try using Toolbar button to adding "Add Case and Save" it does working for create new Case but my data in Coach didn't appear in new Case that opened up it will just be empty Case.

So I figure way out how to sent data from my current Coach UI to open new Case with data from Coach similar like we using View > Case Layout for display Property.

------------------------------
Supakorn Trakulmaiphol

Original Message:
Sent: Thu March 17, 2022 10:27 AM
From: DAVE PERMAN
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Here is a great list of tip and tricks from a case solution builders. Even though this is from and older version of BAW Case (when is was just called IBM Case Manager), they all still apply to the classic case pages that use the case widgets, script adapters, and custom widgets you can build and register yourself.

If you are familiar with BAW processes and their CSHS (Client-side human services, pages and views), as Stuart mentions, we have been adding features since last year that allow you to build your case related pages (add, details, split) using the CSHS framework and we weave those into the Case Client using Adapter Pages that are opened for you at the appropriate time and load and embed the CSHS, providing a  bridge the two worlds.

http://rafietarabay.blogspot.com/2019/07/ibm-filenet-case-manager-script-adapter.html

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

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------

Hello everyone,
After I discover docs for a while finally I can create  customize User Interface that using Coach (Client Side Human Service) with Case Solution already.

The fundamental concept was you create Coach UI then you just embed those UI to render in Case Solution Widget.

For Dynamic Property of dropdown list from API like REST or SOAP anything that came from external Network system you can implement by using "BPM Services" with "Service Flow"

Then when you want to display Case Detail Page with Coach UI you just change your default Case Layout which normally will using Property View for Property Widget right ? Just change it to Case Details Adapter ! Then everything will be working :)

I had attach picture so you can see overview how to configure project also

Here is the important link for detail how to mapping Value from Javascript variable to your Single Select dropdown https://www.ibm.com/docs/en/bpm/8.6.0?topic=toolkit-single-select

Also in your default Page layout like "Add Case", "Case Detail" you need to using Case Adapter widget but please make sure that you leave URL of Website Viewver to empty as default ! Because CSHS will automatically inject embeded UI to Page automatically.

Summary with all of this step you can using REST API to display dynamic result to you Case Page like BPM also data can binding to caseProperty and treat like managed choice so you don't need to hard code anymore.

------------------------------
Supakorn Trakulmaiphol
------------------------------

Original Message:
Sent: Wed March 16, 2022 09:32 AM
From: Supakorn Trakulmaiphol
Subject: Is it possible to have Case Solution with dynamic Javascript like BPM Coach CSHS

Hello everyone, I'm understanding that if I use BPM Coach inside Process Workflow I can customize almost everything like using Javascript to send or retrieve and display data to Coach GUI but somehow I want to using Case Solution because I want to store permanent document and activity to audit people who add, edit, delete activity related to my workflow so I think Case Solution is appropriate but somehow I want to adding new Case with have dynamic Property

For example my MaterialGroup might retrieve data from API which have dynamic list don't hard code to my Case solution because currently I need to using Choice which hardcode list to my Case and I cannot connect to external API when Category list is update so Administrator don't need to manually deploy MaterialGroup everytime external data is changed.

Or my last resort might be create whole new Process BPM Coach workflow that clone entire Adding Case Solution User Interface ? then when I start process for adding Case first time it will sent me to Coach UI but also create new Case behind the scene by using Javascript in Workflow ?

------------------------------
Supakorn Trakulmaiphol
------------------------------