pp108 : Case Instance Overview Interface

Case Instance Overview Interface

This topic describes the various fields on the case instance overview interface.

Section

Description

Actions

Related Activities

This section contains all the released activities related to this case.

Perform the necessary action. For more information on the various actions that can be performed on an activity, refer to Working with Inbox. The name of the Assignee and the attributes defined to be displayed as columns in the Inbox while modeling the Inbox model details are displayed below the related activities of a Case Activity.
Double-clicking the required activity displays the Case Overview and Activity Overview tabs on the right-side.

  • Case Overview - a case overview form that contains the summary of the complete case, as defined during case modeling.
  • Activity Overview - contains the case activity form that is defined during case modeling. For more information on the activity overview, refer to Activity Overview.

Events

This section contains all the events that can be triggered on the Case Instance.

Select the required events to be triggered and click Trigger Events.

Followup(s)

Free Followups - Activities that have no direct relation to the sequence of activities. They can be set on any state in the case model.This view displays only Free Followup(s).

Right-click the required free followup and and select any of the following:

  • Trigger and Assign to Me - assigns the followup to the current user.
    Note: Ensure that you have the necessary permissions to work on the task that will be triggered.
  • Trigger with Default Attributes - triggers the followup and assigns it as per the attributes specified while modeling the case.
  • Trigger with Custom Attributes - triggers the followup and allows you to select the attributes such as assignee type, assignee value, due on, priority and so on. On selecting this option a Trigger Followups page appears. Select the required attributes and click OK. Refer to Selected Followups section for more information on the fields shown in this page.



To view the history of all the activities related to the selected case instance, click on the Case Instance View tool bar. A Case Instance History page appears, displaying the states of various case activities on the Case Activity tab and the overview of the case on the Overview tab. Refer to Case Activities Interface, for more information on the fields in the Case Instance History page.