Creating a case type

A case type defines the activities that are needed to resolve a specific business problem. A case type also defines who works on these activities and the steps they take to resolve the problem. At run time, a business user works with a case, which is an instance of a case type. A case type also uses document types that define the documents that are required for the case.

1. Select Cases from the library. Click +. In the Cases menu, select Case Type.
2. In the New Case Type dialog, enter a name for the case type.

   For example, if you were creating a case type for the Credit Card Dispute Resolution application, you might enter Manage Dispute.

3. Click Finish. The Case Type editor opens for your case type in the Overview page. The case type that you created is added to the Case Type menu that is listed when you click Cases.
4. Optional: In the overview page, use the Documentation field to add information about the case type that you want to share with your development team.
5. Configure how the case is started in Process Portal. See Configuring how a case is started.
6. Assign teams whose members can start a case, or instance owner teams whose members can work with the case in Process Portal. See Assigning teams to a case type.
7. Create variables for the information that you want to share across activities. Create properties that are stored in case folders. Adding a case type variable or property.
8. Add activities that define the business tasks that make up the case. Add preconditions and behavior that determine how and when the activity starts. Implement the activity. Adding a case activity.
9. Creating user interfaces for the case Creating case user interfaces.
10. Adding folders that are used to group the documents in Process Portal and in the IBM BPM content store Adding case type folders.