To create a user interface for a new case instance
or process instance, create a client-side human service by using the
options in the library. To build the client-side human service, use
the IBM® Process
Designer web
editor to define the service flow for the client-side human service,
which consists of a series of interconnected steps. You can then test
and run the client-side human service in the web browser.
Before you begin
For some steps in this task,
you must use the IBM Process
Designer desktop
editor.
About this task
Within the client-side human service flow, you use coaches,
which are web-based forms that provide data to users and collect input
from those users. To create the coaches, you can add standard fields
and controls such as text fields and drop-down menus.
In the
creation wizard, you can specify whether you want the new client-side
human service to be used on multiple device types. When you create
a client-side human service that is intended for use on multiple devices,
only responsive controls will be used for all the new coaches and
coach content that are added to that client-side human service.
To
build the client-side human service, complete the following steps:
Procedure
- Open the Process Designer desktop editor.
- Open the appropriate process application in the Designer
view.
- In the library, click the plus sign next to User
Interface and, under New, select Client-Side
Human Service, and complete the wizard.
- Enter the name of the client-side human
service.
- Use the Intended for use
on multiple devices check box to specify whether you want
the new client-side human service to be used on multiple device types.
- When Intended for use on multiple devices is
selected, only responsive controls are used for all the new coaches
and the new coach content that are added to the client-side human
service.
- When Intended for use on multiple devices is
clear, stock controls are used for the new coaches and coach content
if a dependency to the Coaches toolkit already exists in the toolkits
list.
- Click Finish. The
new client-side human service opens in the web editor in the form
of a diagram similar to this one.The coach in the diagram might have a button
that provides the boundary event that you can use to wire the coach
to the end node. You can use the default button or you can replace
it.
- Optional: If you want to
revisit the selection you made in the wizard, click the Overview tab
and select or clear Intended for use on multiple devices to
specify the appropriate use of your client-side human service on multiple
device types.
- In the client-side human service diagram, add more elements
by dragging them from the palette and wiring them together to create
the client-side human service flow.
- In the Variables tab, add input,
output, and private variables to support your client-side human service
flow.
- In the Coaches tab, create the user
interfaces that are used in the client-side human service flow.
- To run the client-side human service in the web browser,
click Run .
- If errors occur during the client-side human service execution,
click Debug to review the code and
make the necessary corrections.
- Iterate through steps 5 to 8 until the client-side human
service flows correctly.
- Click Save all in the main toolbar to save your work.
- To expose the client-side human service outside of the
business process (for example, in the Process Admin Console or as
a page in Process Portal),
set the exposure in the Overview page of the
service.
If you are building the client-side human service
in a toolkit instead of in a process application, you can expose the
client-side human service as a dashboard in Process Portal. For
more information, see Exposing client-side human services.