Generating Case Actions From Case Classes

You can generate a Case Action from a Case Class definition in the BOM editor.

Procedure

  1. Right-click on a Case Class in the BOM and select Generate Case Action.
  2. Select one of the following actions:
    • To View Case Data : Fetches the data for the case reference provided by Work Manager and shows that data to the user in a form.
    • To Update Case Data : Fetches the data for the case reference provided by Work Manager and shows that data to the user in a form. The user can change that data and the case object is subsequently updated.
  3. From the Generate Case Action dialog, open the project and Process Packages where you want to place the xpdl. You can also select an existing xpdl. Click Finish.
    The case action will be generated with the appropriate template (View Case Data or Update Case Data) and you can edit it to meet your needs.

    View Case Data:

    Update Case Data: