Viewing and Editing Case Process Details

You can view details about a case process and invoke actions on it in the Case Details view. This view displays case properties, descriptors, history, documents and processes linked to a case.

You can open the Case Details view from the Process Manager in the Control Center Perspective. It also gets opened automatically when creating a case process in an activity execution view in the Workflow Execution Perspective.

Case Detail View
Figure: Case Detail View

Viewing and editing Case Properties

The Overview section displays the following case properties:

Modifying a Case Name

The case owner can modify the case name. To modify the case name:

  1. Click the Update Case Name icon displayed next to the case name.
  2. Specify the new case name
  3. Click the icon. The new case name gets displayed.

Delegating a Case

Every case has an owner. The existing case owner and administrator can modify this field. Note that the case should not be in terminated state. For more information on case owner, please refer to the section Owner of a Case of chapter Case - Grouping Processes in the Infinity Process Platform Concepts Owner of a Case of the Case - Grouping Processes chapter in the Concepts handbook. Using the Delegate Case Ownership option, you can modify the case owner.

Note that there are no restrictions to whom the case owner can delegate the case. The case owner can delegate the case to any participant regardless of current performer defined in any active model. Such as, delegation to any Infinity Process Platform Portal user, role (can be implicitly scoped role), organization (can be scoped organization), and department. The Pick from List and Pick from Tree options include all participants regardless of current performer and all the departments in the hierarchy. Departments (both implicitly and explicitly scoped) are ordered alphabetically by the prepended parent organization name.

To modify the case owner:

  1. Click the Delegate Case Ownership icon displayed next to the case owner. The Delegate Case Ownership dialog is displayed.

    Delegate Case Ownership

  2. If you want to delegate the case to role or organization and its departments, then in the Delegate Case Ownership dialog box, click the link Pick from Tree. The Participant Tree gets displayed.
  3. Select the participant from the Participant Tree and click OK. The case gets delegated to the selected participant.

    Delegate Case Ownership

    Note that the users and user groups are not available for selection from the participant tree.

    OR

  4. If you want to delegate the case to the specific user, then click the link Pick from List. The available users and participants get displayed.
  5. Select the participant and click OK. The case gets delegated to the selected user.

    Delegate Case Ownership

    OR

  6. Specify the participant name in the Participant text box
  7. Select the type of the participant from the Type drop-down list
  8. Click OK.

Modifying the Case Description

To modify the case description:

  1. Click the Update Case Description icon displayed next to the case description
  2. Specify the description and save it

Case Description
Figure: Case Description

Case Operations

The toolbar of the Case Details view provides the following operations on cases:

Aborting Case Processes

Note that case processes cannot be aborted, aborted and started or paused and started. Cases can be aborted using the Abort Process and Join option.

Abort Process and Join

In case you want to abort an existing case process instance and join another case process, click the down-arrow icon displayed next to the Abort Process icon and select Abort Process and Join option from the toolbar. Refer to the Abort Process and Join section for more information.

Case Detail View
Figure: Case Abort and Join

Recover

To recover the case process, click the Recover Process icon.

Case Detail View
Figure: Recover

Attach a Process Instance to Case

The case owner can attach root process instances to the case using the Attach Process Instance to Case option. However, following rules are applied when you try to attach a process instance to a case:

To attach a process instance to a case:

  1. Click the Attach Process Instance to Case icon in the View toolbar

    Attach Process Instance to Case

    The related process search is performed for all the active root process instances and the search result is displayed.

    Related Process Search

  2. Select one or more process instances to be attached to a case and click Attach

    Refer to the chapter Related Process or Case Search for detail information.

    The attached process instance gets displayed in the Case History panel.

    Updated Case History

The attached root process instance becomes a child process of the case or a case subprocess.

Chat

To start a chat session click the Chat icon .

For more information, please refer to chapter Chat View.

Update

Click the Update icon to update the Case Details view page.

Viewing Descriptors and Key Descriptors

The Descriptors panel displays the name and value of all key descriptors and descriptors from the subprocesses which have the same values. The list of descriptors is automatically updated whenever process instances are attached or detached and when cases are joined. Click the Update icon to recalculate the descriptors manually. For more information on descriptors and key descriptors, please refer to the chapter Working with Data Paths in the Infinity Process Platform Documentation - Developer Handbook. Working with Data Paths chapter of the Developers Handbook.

Case Descriptors
Figure: Descriptors

The Linked Cases panel displays linked case instance details. The case instance links are created when any case process instance is aborted and joined to another case process instance. It also displays Link Type, Link Create Time, Link Create User and Link Comment along with Actions column. To view the linked case details, click the linked case process name from the Process Name column or click the Process Details icon in the Actions column.

Linked Cases
Figure: Linked Cases

When the case process instance is aborted and joined the link type for:

The following sections provide details about actions and toolbar options for linked processes.

Actions

The actions for linked processes are the same as for the Case History. But note that the Abort Process icon is disabled in the following scenarios:

Aborting a Process

You can abort a process by clicking the Abort Process Abort icon..

Note that case processes themselves cannot be aborted, aborted and started or paused and started. Cases can be aborted using the Abort Process and Join option.

Abort Process and Join

In case you want to abort an existing case process instance and join another case process, click the down-arrow icon displayed next to the Abort Process icon and select Abort Process and Join option from the toolbar. Refer to the Abort Process and Join section for more information.

Abort Process and Join

Recovering Process

Click the Recover Process icon to recover the case process.

Using the Case Menu option, you can create a case and attach to case. For more information, please refer to chapter Grouping Root Process Instances under a new Case Process.

Case Menu

Saving Priority Changes

This icon enables when you modify the process priority. To save the modified process priority, click the Save Priority Changes icon .

For more information, please refer to chapter Modifying Process Priorities.

Working with the Case History Process Table

The Case History panel displays the hierarchical tree view of processes that are added in a case. The case process is indicated with the icon. The root processes attached with the case are displayed under the case process instance.

ColumnDescription
Process NameName of the process
Process OIDProcess OID
PriorityProcess priority
DescriptorsDescriptor values belonging to the case and process
Starting UserUser who started the process
Start TimeTime when the case and process was started
DurationDuration of the case and process in days, hours, minutes and seconds
StatusStatus of the case, subprocess or activity
ActionsAvailable actions, like terminating, recovering, adding notes etc

Case History
Figure: Case History

The following columns are not displayed by default, but can be selected additionally:

For details on general process table functionality refer to chapter Working with Process Tables.

By default, the current case process instance row is selected and the process table displays details about the subprocesses related to the case. To view details about other subprocesses, select the radio button of the according subprocess row in the Select column.

Select Process
Figure: Select Process

Case History- Process Table Toolbar

The following toolbar options are provided in the Case History Process table:

Detaching a Process Instance from Case

The case owner can detach root process instances from a case using the Detach Process Instance from a Case option.

To detach a process instance from a case:

  1. Select the root process instances from the Process Table of the Case History panel
  2. Click the Detach Process Instance from Case icon. The process instance gets detached from the case.

If the process instance to be detached is the last active process instance but at least one case member still exists, the state of the case process instance changes to complete.

If no other case member exists, the state of the case process instance changes to aborted. Thus, an empty case is always in aborted state. Following warning message is displayed.


Figure: Detach Process Instance - Warning

Also, note that when detach process instance from a case is performed on non-case members, (spawned process from the case process instance) the error message is displayed.

Showing and Hiding Auxiliary Processes

You can suppress the display of process definitions that are not business relevant in the portal. These processes are marked as "Is Auxiliary Process" in the modeler. Please refer to chapter Working with Process Definitions of the Infinity Process Platform Documentation - Modeling Guide Working with Process Definitions of the Modeling Guide for details.

By default, these auxiliary processes are displayed in the Process History. To show or hide them from the view, click the Show / Hide Auxiliary Processes icon in the toolbar.

Show / Hide Auxiliary Processes
Figure: Click to hide auxiliary processes

Expanding and Collapsing the Case Tree

Click the Expand All icon to view the subprocesses under a case. Similarly, you can close the expanded case tree using the Collapse All icon.

Actions

Most of the available actions are the same as for standard processes as described in detail in chapter Working with Process Tables. The following actions are specific for case process instances:

Aborting Case processes

Any existing case process instance cannot be aborted. In case of an Abort operation, the following message is displayed.

Abort Case Process Instance
Figure: Abort Case Process Instance

Aborting and starting Case process instances

Any existing case process instance cannot be aborted and started. In case of an Abort Process and Start operation, the following message is displayed.

Abort Process and Start
Figure: Abort and Start Case Process Instance

Aborting and joining Case process instances

In case you want to abort an existing case and join it to another case, click the down-arrow icon and select the Abort Process and Join option. When you abort and join an existing case:

The following rules are important when you try to abort and join a case process instance:

Please refer to chapter Aborting and Joining Processes for detail information.

Abort Process and Join
Figure: Abort Process and Join

Detaching process instances from Cases

The case owner can detach the subprocesses of the case process using this action. Click the Detach Process Instance from Case icon to detach the subprocess of the case process.

Working with the Case History Activity Table

The Activity Table for Case Process indicates when ownership of a case is delegated, as a case process instance is selected, by default. The default case activity is in suspended state after creation of the case. If you select a case subprocess from the Process Table of the Case History panel, activity status changes and any processes spawned by super processes are displayed under the activity nodes.

Activity Table for Case Process
Figure: Activity Table for Case Process

ColumnDescription
Activity NameName of the case or activity
Event DetailsDetails about activity events (see section Viewing Event Details of chapter Viewing the Tree of Activities in a specific Process for details on this column)
OIDActivity OID
StartedTime when an activity was started
Last ModificationTime when activity was last modified
Event PerformerPerformer of the event
Assigned ToUser the activity is assigned to
StatusStatus of the case or activity
ActionsAvailable actions like activated, aborted, suspended and delegated

Please refer to the following sections for details:

Activity Instance States

The following activity state change events are displayed in the list:

Indicated Actions

Actions that have been performed on activities are displayed in the following way:

Icon Description
Activity is delegated.

Filtering

Filters are provided in the Filters section to filter the activities by different states. Please refer to section Filtering Activities of chapter Viewing the Tree of Activities in a specific Process for details on the provided filters.

Viewing the Activity Tooltip

An activity tooltip indicates the type of activity like Application, Manual etc. Move your mouse-pointer over the according activity to invoke a tooltip with the activity type.

Tooltip
Figure: Indicate the Activity Type.

Available Actions

Options displayed in the Actions column are disabled for default case activity. Following operations are not allowed on a default case activity instance:

Activity state change is initiated internally only.

Please note that the case activities do not appear in assembly line mode.

For more information, please refer to the section Life-cycle of Case Activity Case - Grouping Processes in the Infinity Process Platform Concepts Life-cycle of Case Activity of the Case - Grouping Processes chapter in the Concepts handbook.

Viewing Case Documents

The Case Documents panel provides a tree view of documents and notes for the case and all process instances in the case. The case process instance always appears at the top in expanded mode. It displays process attachments and notes. The process instance node is displayed under the case node in alphabetical order. You can view the process attachments, specific documents and notes, if added.

Case Documents
Figure: Case Documents

Note that if the TIFF document is associated with a case process instance and you open the TIFF document, the Extract Pages button of the TIFF viewer is disabled.

Viewing Participants

The Participants panel displays the case owner, case originator and the performers of an activity in any of the case process instances.

Case Participants
Figure: Case Participants

The Status column displays a green icon for all logged-in participants.