Implementing a case activity

Case activities can be implemented with a linked process, a subprocess, or a client-side human service.

1. Open the case type, and select the activity that you want to implement.
2. Switch to the Implementation tab and select the activity type, and then select the implementation. You can choose from one of the following implementations.

   User task

   A task that is performed by a user in Process Portal. The user task is implemented as a client-side human service, which creates the user interface.

   Linked process

   Calls another process within the process application.

   Subprocess

   A non-reusable process.

3. Add the details of the implementation that you selected:
   • Client-Side Human Service

     You can select an existing client-side human service, or create a new one. When you create a new client-side human service, the input and output variables are automatically taken from the case type variables. All input and output variables are selected by default. You can clear the input and output variables that you do not want to use with your human service.

     Under Priority Settings, specify your settings. A priority that ranges from lowest to highest establishes the priority you want for this activity in the Process Portal. Specify a due in time; that is, when the activity must be completed from the time the activity begins, and the timezone that is used by the due in field.

     Under Task Header, specify a display name for the activity in the Subject field. If you do not specify a display name, the activity name is used. In the Narrative field, you can enter a description or instructions for this activity. You can use JavaScript to specify these fields.

     In the Process Designer web editor, create your client-side human service as described in Building a client-side human service.

   • Subprocess
     Double-click the activity and the subprocess editor opens. Create your subprocess as described in Modeling non-reusable subprocesses.

     Warning: If you define a repeatable activity that is implemented as a subprocess, multiple instances of the subprocess might be active at the same time (for example, when multiple documents arrive within a short time period). These instances concurrently access the same case variables and can therefore interfere with each other.
   • Linked Process
     Select an existing linked process as the implementation. Working with linked processes

     Note: You cannot create a linked process from the case type editor. To create a linked process, start the Process Designer desktop editor.
4. For client-side human services and linked processes, you must map the case variables to the client-side human service or linked process variables. Data mapping maps the case type input and output variables to the input and output variables of the client-side human service or linked process. In some client-side human services, the mapping is complete since the wizard to create a human service creates the mapping as one of its steps. To create a data map:
   1. Click the Data Mapping tab.
   2. For input mapping, click the select a variable icon (). Select the input case type variable to map to the input variable from the linked process or human process. Then, repeat this procedure for the output variables.
   Subprocesses have direct access to the case variables and therefore do not need data mapping.
5. Save your work.