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Completing the Cases and Data tab

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The information on this tab defines the case types and data types associated with this application.

Field

Description

Case Types

Lists the case types processed in the application. Case types are names assigned to sets of specifications that describe the processing of concrete work items with a life cycle that starts with creation and ends with resolution.

Case types in this list appear in the Cases Explorer and the Application Profile document.

When you remove a row, the case type does not appear in the Cases Explorer or in the Application Profile document. The case type remains in the application.

When you add a case type using the Cases Explorer, it is added to this list by default.

Note If your application includes a composite portal that incorporates the standard @baseclass.NewWork section , list all case types in all work pools (class groups) of the application for which you want end users to be able to create cases and select the Include case types in create menu checkbox.

Include case types in the create menu

Select the checkbox in this column to:

  • Display the corresponding case type's starting flows in the Create menu on the Designer Studio and on the Case Manager portal. The order of the case types on this tab dictates the order of flows that appear on the menu. To customize the ordering behavior, use the standard extension activity pySortStartingFlows. For example, you can sort the flows by their short descriptions.
  • Make this case type available for import from the Cases Explorer and Application Express when building on the current application.

By default, this checkbox is selected when you create a top-level case type in the Cases Explorer; it is empty when you create a sub-case type. If you manually create a case type record (do not use the Cases Explorer), enter the case type in this list and select the checkbox.

As a best practice, use the Show in / Remove from Create Menu option in the Cases Explorer actions menu to control this setting. Your menu selection updates this checkbox. See Using the Cases Explorer.

Caution If you delete a case type in the list with this setting, the case type does not appear in the Create menu. You can use the Cases Explorer Show in Create Menu action to add the case type back to the list and restore the setting.

Name

Enter a name of the case type, for documentation purposes only.

Implementation Class

Select the class name of the case type .

You cannot specify the same class more than once in this array.

Work ID Prefix

Enter the work item prefix. You do not need to add a final hyphen character; the system adds one by default.

NoteA prefix you enter here overrides a prefix specified in a data transform. Leave blank to use the data transform setting.

Icon

Identify an image that will appear, at runtime, on the case work form tabs. Click () to open the Image Viewer and select the binary file you wish to use.

As a best practice, use the Appearance setting on the Case Designer landing page Details tab to apply icons to the tabs.

Data Types

Lists the descriptions of data types in the current or built-on applications that are displayed in the Data Explorer.

When you delete a row in this array, the data type does not appear in the Data Explorer.

Name

Read only. The Short Description value of the data type class rule.

Description

Read only. The Class Name key part of the data type class rule.

Add data type

To add a data type to the Data Explorer, select a class in the current or built-on applications (including unexposed classes to be included as data classes) from the auto-complete list and click this button.

To remove a class from the array and from the Explorer, click the delete icon.

You can also select Add/Remove in the Data Explorer Manage menu to add or remove classes.

Up About Application rules