Case Folders

Case folders are used to store, find, and retrieve content that is stored in a content management system (CMS). Each case folder, and its content, is associated with a "case," which is a case data object.

Your system can be configured so that whenever a case object is created, a case folder is automatically created. That case folder can then contain documents, or document references, relevant to the case.

The following describe various aspects of case folders:
  • Content Management System - A content management system (CMS) must be available. This can be either the internal CMS provided with ActiveMatrix BPM (TIBCO DocumentStore), or an external CMS.

    For more information, see Content Management System.

  • Case Folder Configuration - Before deploying projects that make use of case folders, you must configure your system, for example, to specify connection information to the CMS.

    For more information, see Case Folder Configuration.

  • Document Operations Service Type - A service task of type Document Operations can be added to a business process or pageflow that can be used to perform case folder-related functions such as linking a document to a case, unlinking a document from a case, finding documents associated with a case, and so on.

    For more information, see Document Operations Service Type.

  • Using Case Folders - A Case Management gadget is provided in TIBCO Openspace that can be used to perform case folder-related functions.

    Events related to case folder operation are also available through the Event Viewer in TIBCO Openspace.

    For more information, see Viewing Case Folders in Openspace.

  • Case Folder System Actions - System actions are available that allow users who possess the appropriate actions to perform actions related to case folders.

    For more information, see Case Folder System Actions.