BPM, Workflow, and Case

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  • 1.  Filter content In-Basket

    Posted Fri August 12, 2022 11:50 AM

    Hello everyone,


    I worked on IBM BAW 22.0.1 to configure a workflow in a case solution. 

    I would like to add filters to my in-baskets.


    I have configured a role (MANAGER) that has two in-baskets. I have configured one since the case solution and I have added one other since the Administration Console for Content Platform Engine (ACCE) which is associated with the MANAGER role. 



    My goal is to automatically filter the content in both in-baskets with a case property. 

    On the case client, I see my two in-baskets : 


    I follow this technical note : https://www.ibm.com/support/pages/node/6576761

    But it is for the IBM BAW 21.0.3.


    I also configured the filter on the ACCE, but the filter is not applied.




    I don't find a technical note to follow to solve the problem.


    I don't know how to add an automatically filter in an in-basket to display only the tasks with a specific property value.


    Thank you for your help !



    ------------------------------
    Roussaya SORDA
    ------------------------------


  • 2.  RE: Filter content In-Basket

    Posted Mon August 15, 2022 11:25 AM
    Hi.

    The approach here is still valid when building case solutions in BAW. It uses client-side scripting to preset the case In-basket widget filter and perform an initial search.

    Check out this example from one of our community - https://iparagons.com/blog/2021/11/02/dynamic-in-basket-filter-in-ibm-case-manager/

    BTW - the comments about this not working on BAW process tasks has been addressed in BAW 22.0.1.

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



  • 3.  RE: Filter content In-Basket

    Posted Wed August 17, 2022 04:19 AM
    Hello DAVE PERMAN,
    I followed the solution provided by the document that you send: https://iparagons.com/blog/2021/11/02/dynamic-in-basket-filter-in-ibm-case-manager/
    However, even if I adapt the script to my needed, the solution doesn't work. 

    I read that the environnements needed to apply the solution are :
    • Case Manager 5.2.1.x / 5.3.3.x
    • Content Platform Engine 5.2.1.x / 5.5.x
    • Content Navigator 2.0.3.x / 3.0.x
    • WebSphere Application Server 8.5.5.x / 9.0.5.x
    But, I use BAW 22.0.3 with the BPMN (Business Process Modeling Notation) to set up my workflow
    Do you have a solution which can be work with a workflow using BPMN in BAW 22.0.3 ?


    ------------------------------
    Roussaya SORDA
    ------------------------------



  • 4.  RE: Filter content In-Basket
    Best Answer

    Posted Wed August 17, 2022 10:57 AM
    Edited by Roussaya SORDA Thu August 18, 2022 08:08 AM
    Hi Roussaya,

    as you are using BPMN based Case activity workflow, you are on the right track to use dynamic filters. The "content filter" option for an inbasket as defined in ACCE only works for activities which use FileNet P8 workflows.
    Essentially, you need to apply a dynamic inbasket filter as described in the BAW 22.0.1 documentation:
    https://www.ibm.com/docs/en/baw/22.x?topic=events-in-baskets-widget-incoming

    Follow the syntax in the example (you need to add a comma as the code is not 100% correct). I tested it with a simple solution on my CP4BA 22.0.1 environment where I applied a dynamic filter to the inbasket "Case Worker" defined on the Queue "CT02_CaseWorker" that uses the case property "CT02_Segment) and only shows processes which have the value "VIP" for the CT02_Segment property.

    I used the following code in the JS Adaptor:

    var dynamicFilterJSON = {
    "queueName":"CT02_CaseWorker",
    //inbasket queue name
    "inbasketName":"Case Worker",
    //inbasket name
    "hideFilterUI":true,
    // true will hide the inbasket filter
    "query_bpmVars":[
    {
    "name":"CT02_Segment",
    "value":"VIP",
    "type":"xs:string",
    "operator":"equals"
    }
    ],
    //Use this parameter for Business Automation Workflow process work items. 
    "queryFilter":"(CT02_Segment = :A)",
    //Please see PE Java API doc(VWWorkBasket class,fetchFilteredBatch function, queryFilter parameter) to construct the parameter
    "queryFields": [
    {
      "name": "CT02_Segment",
      //filter field symbolic name
      "type": "xs:string",
      // filter field type
      "value":["VIP"]
      // Array represents OR condition. The expression only supports equal operator.
    // When the filter operator is Equal, that mean "value=="ABC" OR value==XYZ"
    // If the filter field is a choice list type, value need to be input by choice item value
    // If the filter field is case type, value need to be input by case type id.
    },
    ],
    "hideLockedByOther":true
    // true will hide the work items locked by other.
    };
    ;
    var filter = icm.model.InbasketDynamicFilter.fromJSON(dynamicFilterJSON);
    var dynamicFilters= [];
    dynamicFilters.push(filter);
    var payload = {"dynamicFilters": dynamicFilters,
       "cleanDynamicFilterByReset":true};
    return payload;

    As described in the link posted by Dave, I defined this JS Adaptor for the work page (actually I create a new work page so that I can compare the results) and triggered it via the Page Containers "Page activated" event and sent the payload to the inbasket widgets "Apply filter" event.

    This is the original page w/o the dynamic filter applied:
    It may be worth to note that the support for dynamic filtering on BPMN workflows in case inbaskets was added in BAW 22.0.1 thus you need to be on that release in order to get it work.
    Also, you might want to follow the instructions in
    https://www.ibm.com/docs/en/baw/22.x?topic=ibw-filtering-sorting-business-automation-workflow-process-work-items-in-in-baskets
    Ensure that you have the "Sync shared business objects" flag enabled in WebPD and check whether the API call returns the caseResult node with the properties you want to filter. Be aware that you need to add the case data property you want to use for dynamic filtering as column in your inbasket definition.


    Hope this helps...

    Best regards,
    Michael




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



  • 5.  RE: Filter content In-Basket

    Posted Thu August 18, 2022 08:12 AM
    Hi Michael,

    I tried your code for my in-baskets and it works !
    Now, I am able to filter the in-baskets according to the value of a property.

    Thank you so much for your help !

    ------------------------------
    Roussaya SORDA
    ------------------------------



  • 6.  RE: Filter content In-Basket

    Posted Wed September 27, 2023 11:02 AM

    Thanks for this share.

    We are working on BAW 21.0.3 and we are facing the same problem , filtering In-basket with process work item (not P8 work item). So i think, as we are'nt in the new version, the dynamic filtering will not work. We try also to put a filter from Case Designer , but it's not working too. Do you have any suggestion.

    For information, "Sync shared business objects" flag is already enabled but the API call does not returns the caseResult node !!


    ------------------------------
    Mohammed OUAZZANI TOUHAMI
    ------------------------------



  • 7.  RE: Filter content In-Basket

    Posted Wed September 27, 2023 11:04 AM

    Thanks for this share.

    We are working on BAW 21.0.3 and we are facing the same problem , filtering In-basket with process work item (not P8 work item). So i think, as we are'nt in the new version, the dynamic filtering will not work. We try also to put a filter from Case Designer , but it's not working too. Do you have any suggestion.

    For information, "Sync shared business objects" flag is already enabled but the API call does not returns the caseResult node !!


    ------------------------------
    Mohammed OUAZZANI TOUHAMI
    ------------------------------



  • 8.  RE: Filter content In-Basket

    Posted Tue August 16, 2022 10:50 AM
    Hi Roussaya,
    can you elaborate a bit more which type of activity workflows you are using?
    FileNet CPE based workflows or BPMN workflows?
    Also, from the screenshot you provided it seems that you are trying to apply a STRING filter value to a case property of type DATE/TIIME. This may also explain why you do not see the expected 
    behaviour.

    Best regards,

    Michael

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