BPM, Workflow, and Case

BPM, Workflow, and Case

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  • 1.  Displaying Case Properties in a Client-Side Human Service in BAW 23.0.2

    Posted Thu March 20, 2025 09:19 AM
    I am currently building a Case Manager solution in IBM Business Automation Workflow (BAW) version 23.0.2.
     
    Here are the steps I have followed so far:
     
    Navigated to Case Solutions → Created a new case solution.
    Defined a role named Role1.
    Created a Case Type.
    Added an Activity with a new process, which internally generated an IBM BPM workflow.
    Included a simple User Task named Role1 and assigned it a Default UI Human Service.
    Everything is functioning as expected.
     
    Now, I want to:
     
    Replace the Default UI Human Service with a Client-Side Human Service
    Customize the coach to display case properties within the Role1 task.
    Enable users to edit the case properties and save the case.
    What is the most efficient way to achieve this functionality?
    Any guidance or best practices would be greatly appreciated.
     
    Thank you!
    Hari


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    Hari Krishna
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  • 2.  RE: Displaying Case Properties in a Client-Side Human Service in BAW 23.0.2

    Posted Fri March 21, 2025 09:20 AM
    Edited by Grant Taylor Fri March 21, 2025 11:11 AM

    Here are some simple steps to customizing the task UI for a process activity:

    Change the type of the activity to User task:

    Once the type is changed, click the New button to create a new custom CSHS:

    In the wizard, choose to include case properties:

    In the resulting CSHS, you can customize which case and activity properties flow to the client.  There may be many properties and you may only want to send a subset for privacy and/or performance reasons:

    For user tasks within activities, nothing else is needed to have the property values saved to the case.

    For other types of UIs, you can use the services provided in the Case toolkit:

    You can create a "Save" button in your Coach and call the above service flow to save the values.

    I hope this helps,

    Grant.



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    Grant Taylor
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    Original Message


  • 3.  RE: Displaying Case Properties in a Client-Side Human Service in BAW 23.0.2

    Posted Fri March 21, 2025 11:05 AM

    Thanks to Grant for the info.

    One note when the case properties are used in a process that is running under a parent case and its activity, your DO NOT need (and should not) call any service to update the case properties that you have modified in the process or in the the CSHS UI that you present to the user.

    The process task internal code maintains the case property values in the Content Objects (case and activity objects) that it manages and will synchronize any changed values back to the case/activity objects on the FileNet object store automatically.

    The service Grant mentions is used in the case CSHS pages that are not associated with processes where the case/activity props are loaded by the CSHS and saved back on completion (see the Case Details CSHS for an example of this).



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    DAVE PERMAN
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    Original Message


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