Using a Case Data Model in a Business Process

Within a process, you can create, read, update and delete case objects created from the case classes defined in a referenced case data model.

A case object is an instance of a case class. Data for a case object is stored in the case data tables associated with the case data model to which the case class belongs. You can create case objects from within a process by using a Case Data service task.

A case reference is a unique reference (or pointer) to a case object, created by BPM when the case object is created. You can use a case reference within a process to find, display, update or delete an existing case object.

  • Creating a New Case Object
    Within a process, you can create a case object by first creating a process data field of the case class type, using a script and other tasks to create the object and set values in it. Then use a Case Data Operations service task to create the case object from the local data (by adding the case object to the case data store).
  • Displaying a Case Object in a User Task - Using a Form
    You can display a case object in the form that is displayed when a user performs a user task. You can also, optionally, automatically update the case object with any changes made by the user when the user closes or submits the form.
  • Displaying a Case Object in a User Task - Using a Pageflow
    You can display a case object as part of a pageflow that is displayed when a user performs a user task. If the user updates data for the case object, you will need to manually update this data in a subsequent process step.
  • Updating a Case Object
    From within a process, you can use scripting to update a local BOM object of the appropriate case class, then use a case data service task to update the case object from the local data.
  • Notifying a Process That a Case Object It Uses Has Been Modified
    You can add a case data signal event handler to a process so that it can subscribe to a particular case object that the process uses. The process will then be notified if that case object is modified, and can take appropriate action to respond to the change.
  • Deleting Case Objects
    You should set a case to a terminal state and allow auto case purge to purge cases. You delete directly from a process if you want to remove a case from the system immediately.
  • Searching For and Reading Case Objects
    An API is available that can be used in scripts to find, navigate to, and read case objects.