BPM, Workflow, and Case

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  • 1.  Document Designation

    Posted Sun March 12, 2023 10:43 PM

    I have a use case that requires the user to be able to mark or denote documents of high relevance to the decision on a case. I.e. be able to "mark as important". Is this possible to create in BAW cases?



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    Jeff Hampton
    Hybrid Cloud Process Transformation Technical Sales Specialist
    IBM
    Fort Worth TX
    817.688.0265
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  • 2.  RE: Document Designation

    Posted Mon March 13, 2023 09:25 AM

    Hello Jeff,

    I don't know of a way to do this out of the box, but I can think of 2 approaches to address this:

    1. If the importance designation needs to live with the document (i.e. outside of the workflow) then create a document property to hold the information.
    2. If the importance designation is important only to a workflow instance - or if it might be different in different workflow instances then create a workflow variable to hold this information.

    Stuart...



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    Stuart Jones
    Business Automation Technical Specialist
    IBM
    Cedar Rapids IA
    630 390 4436
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  • 3.  RE: Document Designation

    Posted Mon March 13, 2023 11:54 AM
    Good answers, thanks.

    Jeff Hampton
    Business Automation Technical Specialist
    IBM Technology Sales, U.S. Public and Federal Market
    Mobile: 817.688.0265
    Emailjlhampto@us.ibm.com

    Want to know more?





  • 4.  RE: Document Designation

    Posted Mon March 13, 2023 10:01 AM

    We were having similar requirement where user needs to acknowledge that couple of important nocices (specific to the case) are reviewed before completing work item at certain stage.

    What we did -

    Created new prop on documents and asked user to use entry template to add document.

    Script to map property value to case value.

    Script to inspect value on work item to determine display of acknowledge dialog.

    @Jeff - call me or emial if you need more details. You know where to reach me :-)

    -Nitin



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    Nitin Upasani
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