Login to IBM Case Builder
Simple project
Create one form takes inputs from user then allow attach documents
Case Default design
Click add case
Fill case properties
Search for case
Workflow will move added cases to Work/In-basket folder
Work details screen
Implement the previous project steps
Click add properties and add Name/Age/...
Click Role and add "Service rep role"
Click In-basket and add "Service rep in-basket"
Set In-basket properties
Add Document class
Create new Case Type
Add properties to case
Add properties to Views\Case Summary
Add properties to Views\Case Search
Add Case Folder
Add Task
Add Task properties
The task created and when hover it, icons for edit and delete appeared on the right
Hover on the created task and choose the edit task from the right icons
- Add Role Lane
- Add Property Step inside new lane
- Connect Launch Step to Property step
- Click on property step and set step name and step properties
Set step properties from the right lane
Notes:
All these default design screens can be customized using "Pages"
Solution Page Default design
1) Case Design
2) Work Design
Add Case Pages
Case Details Pages
Work details pages
What is the default use of these pages?
When user login he get "Case" page and "Work" page.- for "Case" page user can open
1) "Add Case" page
2) "Case Details" page (By Search and click on one of search results)
- for "Work" page user can open "Work Details" page
Create a custom start page
Pages > Solution Pages > Add Page > "Name : empty"
In page designer keep it empty
Allow this page to appears to users subscribe in "Service rep role" by
choose the role > pages > Assign Page > choose "empty" page
the final result will be like this
Customize Solution Start Page
the final result will looks like the next page
Customize Page Details Page
Open the new page
Open created page > Page Layout > Free Form
Delete default components
Add "Tabbed Layout"
inside first tab add "Multiple Column Layout"
inside the first Column add "Titled Layout"
From "Case Widgets" drug "Properties" and "Case Information" and Change the tabs title as shown
Assign this new "Case Details Page" to a case type by select case type then change the default layout for case type details
To validate how this will looks like on production,
Run the project then search for case and click it to view case details, to get the next result
Custom DataEntry View
Till now we use System-generated view but it has some drawbacks
1) displays all properties
2) alphabetical order
3) organized vertically
4) same layout for all pages
We can fix this using "Case Type" > then select a case then > "Views"
We can organize items inside a container, on the left we have many types of containers like:
• Multiple column Layout
• Property List
• Property Table
• Tabbed Layout
• Tiled Layout
In the example we will use "Tabbed Container"
inside each tab we can decide whether order label above or beside textbox control
and layout direction vertical/Horizontal
then drug controls one by one inside the correct tabs
Use the side panel on the right to control each control properties
Example of how to set required and set hint for a property
How to force control to accept numbers only
Drop down list
Date/Time control with min/max value
Float Number and control decimal places
Textarea control
Then assign this view to "Case Details Page"
Click the Edit Settings icon for the Properties widget
In the Properties dialog box, click the Add button + to add a property layout view.
and assign the view to the case type
The Properties widget is included by default on the following pages:
• Add Case page: to set the initial property values for a new case
• Add Task page: to set the initial values for step (work item) parameters when you are creating a task
• Case Details page: to view and modify the property values for a case
• Custom Task Details page: view/edit values for step parameters that are defined for a custom task
• Work Details page: to view and modify the values for step (work item) parameters
If we need to assign the new view to all these pages at once, we can just set the view as the default
"Case Type" > Select case > "Views" > "Default view"
How to Allow multi-values grid?
if we create a record for provider and we need to record all products that this provider have, in this case we will use business object.
"Business Objects" > "Add Business Object"
- In General tab save object name
- In Properties tab save related object properties
- Go to "Properties" tab > "Add Property" of type "Business Objects" and choose the business object we just create, and it will be multiple values
To allow it to show to user, edit "Case Types" > Add this new business object property to our case then go to our custom view and add this property, the default presentation is grid
and here is the layout in production
How to Export ICM project?
Goto navigator, ie,
http://<IP> :9080/navigator/?desktop=icmadmin
choose object store > Solutions> right click on your solution > Export > Solution
