A case can be started manually by an authorized user or
automatically when a document of a specified type is added to the IBM® BPM
content store.
You can configure a case type to support both of these starting
mechanisms. For example, a case might start when a customer submits
an online complaint form or when a customer service representative
initiates the case in response to a customer call.
About this task
Case management functions
are only available if you have IBM BPM Advanced with the Basic Case
Management feature installed.
Procedure
To configure how a case is started:
- Open the case type that you want to configure.
- Optional: Specify the type of document that
can automatically start a case:
- In the Starting Document section of the Overview page, click Select to choose a document
type or New to create a document type.
- Optional: To automatically initialize case
folder property values with the values of matching document
properties, select the Map document properties check box. If you select this check box, the properties
on a starting document are matched to the properties on the
case folder. Properties are matched based on the symbolic name, which
is composed of the business object name, type, and cardinality. For example, assume that you have a business object that
is called customerId of simple type string.
Both the case type and the starting document type contain a
property of type customerId. When a starting
document is created, these properties are matched and the value
of the case's customerId property is updated with the value
of the starting document's customerId property.
The identifier of
the starting document is available as a JavaScript system variable: tw.system.currentProcessInstance.startingDocumentId. You
can use this identifier in case activities, such as with Enterprise
Content Management operations. The case type is started by the default
snapshot of a process application. In Process Center, the tip is the
default snapshot unless another snapshot was explicitly configured
to be the default. If the case type is defined in a toolkit, it is
started only if a snapshot of that toolkit is referenced by a process
application. If multiple process applications reference the same toolkit
that contains a case type with a starting document, multiple case
instances are started.
- Specify the team that can manually start a case by clicking Select or New for the Expose to Start option. You must select a
team to work with the case in Process Portal.
