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Case in-baskets for displaying BPM process started outside a case

  • 1.  Case in-baskets for displaying BPM process started outside a case

    Posted Wed September 18, 2024 09:54 AM

    Hi Everybody, 

    I am working with IBM BAW v20, FileNet P8 CM  and IBM Content Navigator.

    My question is if there is a way to configure in-baskets in case solution in Case Builder to display tasks of BPM processes that are not started as part of Case Type activity, but started outside of case using REST API or perheps started in BPM Process Designer as part of testing and debugging? I manage to create case and start a process through that case by creating a new case, but that is not how we intent to start a process. Those in-baskets are displayed in IBM Content Navigator desktop with configured Case Client. Process  is started when customer adds a document in FileNEt p8 CM which calls REST API that starts the process.

    So far customer is interacting with  BPM process tasks (CSHS) ) through  IBM Content Navigator desktop with configured Work Dashboard. Work Dashboard  has no option to create custom columns that reflect process variables, which is why I am trying to use case in-baskets.

    My problem in essence is how to display tasks for users to interact with  in IBM Content Navigator  while being able to add custom task columns to include some process variables, So any help in that direction is welcome?

    Best Regards

    Žarko



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    Zarko Zunic
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  • 2.  RE: Case in-baskets for displaying BPM process started outside a case

    Posted Sun September 22, 2024 04:50 PM
    Edited by Ramesh Bhat Sun September 22, 2024 04:52 PM

    Hi Zarko,

    Is the process part of a Workflow app with case  features in it or is it just a process app? In-basket widget you see in the Case client is designed to display tasks (p8 and process combined) origined from the Workflow app (ofcource with Case features) which may have multiple cases and assigned to the logged in user or role selected. If you have separate process app, then you may register that existing process as case activity. There are ways you can make it visible in the In-basket, but task has to be running in the Case context, be it a p8 or a bpm workitem.

    If you want to make it more specific, as you mentioned users are using Work dashboard, you can create a new custom feature in Navigator using a plugin very easily and add a custom widget to display process tasks, you can even think of loading a CSHS in an iFrame inside the Navigator feature. In this way you can display the process app tasks within the Navigator desktop itself without making those processes from Case origin, but not in Case In-basket widget.

    Let me know if you need more help on this.



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    Regards,
    Ramesh Bhat
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  • 3.  RE: Case in-baskets for displaying BPM process started outside a case

    Posted Sat October 19, 2024 08:06 PM
    Edited by Zarko Zunic Sat October 19, 2024 09:47 PM

    Thank you for your reply Ramesh.

    I think process app doenst have case features. Case type has activity that starts the process model of process app. How are case features added to process app? is it related  to BAW version or configuration?

    We ended up creating a ICN feature (js, html)  that is calling API that case client is using to populate in-baskets. We are starting a process by creating a new case and once process starts it updates case properties which are visible in in-baskets. So as i said, ICN feature calls same API as case client is calling to populate in-baskets and do other things. 

    We found that case client does not open tasks always and in- basket filters are not working. If those were working we wouldn't go with custom feature, it was last resort. We found solution for what was initialy asked in this thread, only to find  out that in-basket filters are not working, and task not always opening. There are some APARS for filters not working. For case client to open a task this line had to run in browser console "icmglobal.contextRoot = "/ICMClient";".

    In feature, we indeed  do use iFrames, one to open tasks and other to accomodate button which reassignes a task back to team. Couldn't find a way to display a task in iFrame with x button as usually  seen when task is opened in Process Portal or in case client when it does want to open a task. Mentined button had to be implemented. Is there more elegant solution? Here is address that is loaded in iFrame: "https://secrethost:5047/teamworks/process.lsw?zWorkflowState=1&zTaskId=" + taskId + "&zResetContext=true";

    Best regards, 

    Žarko

    btw, BAW is so robust, there is always something new to learn :)



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    Zarko Zunic
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