Creating a Case Action Process

You can either create a new case action or generate one directly from a case class. Template case action processes are provided that allow you to view or update the contents of a case object, but you can modify these templates to provide whatever functionality you need for a particular case class.

Note: You can generate a Case Action from a Case Class definition in the BOM editor. See Generating Case Actions (to View or Update Case Data) From Case Classes and the TIBCO ActiveMatrix BPM Case Data User Guide for more information.

Prerequisites

Before creating a case action, you must create/import a business data project with a case class and add a case state attribute to that case class. You must also create/import a BPM project and have a package to contain your case action.

Procedure

  1. In the Project Explorer, select the package you created, right-click and select New > Case Action.
    You can also create a case action from context menus on the case class in the BOM. See Generating a Case Action to View or Update Case Data in TIBCO ActiveMatrix BPM Case Data User's Guide.
  2. The Case Action wizard is displayed. Enter a Label and Name for the Case Action.
  3. (optional) On the Case Class selector, Select a Case Class type from a Business Object Model to select the Case Class that this action applies to.
    If you do not set this here, you can set it from the Properties for the Case Action when you have created the case action using the wizard.
  4. Select a template for the case action from View Case Action Process or Update Case Action Process.
  5. Set the Destination to BPM and other properties as required.
  6. Click Finish.
  7. The case action that you created is displayed in the Process Editor. For example, View Case Action process: