Building a client-side human service

To create a user interface for a new case instance or process instance, create a client-side human service by using the options in the library. To build the client-side human service, use the Process Designer web editor to define the service flow for the client-side human service, which consists of a series of interconnected steps. You can then test and run the client-side human service in the web browser.

Before you begin

For some steps in this task, you must use the IBM® Process Designer desktop editor.

About this task

Within the client-side human service flow, you use coaches, which are web-based forms that provide data to users and collect input from those users. To create the coaches, you can add standard fields and controls such as text fields and drop-down menus.

To build the client-side human service, complete the following steps:

Procedure

Open the Process Designer desktop editor.
Open the appropriate process application in the Designer view.
In the library, click the plus sign next to User Interface and, under New, select Client-Side Human Service, complete the fields and click Finish. The new client-side human service opens in the web editor in the form of a diagram similar to this one.
By default, the coach in the diagram has a button that provides the boundary event that you can use to wire the coach to the end node. You can use the default button or you can replace it.
In the client-side human service diagram, add more elements by dragging them from the palette and wiring them together to create the client-side human service flow.
In the Variables tab, add input, output, and private variables to support your client-side human service flow.
In the Coaches tab, create the user interfaces that are used in the client-side human service flow.
To run the client-side human service in the web browser, click Run .
If errors occur during the client-side human service execution, click Debug to review the code and make the necessary corrections.
Iterate through steps 5 to 8 until the client-side human service flows correctly.
Click Save all in the main toolbar to save your work.
To expose the client-side human service outside of the business process (for example, in the Process Admin Console or as a page in Process Portal), set the exposure in the Overview page of the service.
If you are building the client-side human service in a toolkit instead of in a process application, you can expose the client-side human service as a dashboard in Process Portal. For more information, see Exposing client-side human services.