Add Case

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This topic is shared by BAW, CP4BA. Last updated on 2025-01-20 10:38
You can use the Add Case view to create new case instances for specific case types.
To add a case instance
  1. Click Add Case.
  2. Select the case type from the dialog box.
  3. Click OK.

Configuration properties

Set or modify configuration properties for the view in the Configuration properties tab.
Table 1. Add Case view
Property Description Data type
solutionPrefix The prefix of the case solution. String
tosName The target object store name that is passed as input to the Add Case. String
isCaseClient The option set to indicate whether the view is used in the context of Case Manager Client or Workplace. Boolean
optionalInput Any optional input string that can be used for customizing the user interface. String
colorStyle To change the button color style.  
shapeStyle To change the button shape style.  
sizeStyle To change the button size style.  
outline To use an outline only appearance for the button. Boolean
icon To change the button appearance to an icon. String
width To change the width of the button. String
iconLocation The location of the inout icon.  
ghostMode To change the button appearance with no solid fill (the body of the button adopts the look of the background). Boolean
hideAddCaseButton To hide the default Add case button, from the Case Details page. Boolean
eventOn_Filter_CaseTypes To apply custom filters to Case types. Event

Events

You can assign the following types of event handlers to events:

Filter Case Types- Apply custom filters to case types.

caseTypesList is an array of objects of all caseTypes for specified solution that can be customized. Each caseType array is an object of: caseTypeID (ID of the caseType), and state (state of the caseType).

It returns the caseTypesList with customizable objects for case types, each defined by caseTypeID and state (YES, NO).

The two different states are
  • YES - Include in the case types list. This state is the default state.
  • NO - Do not include in the case types list.
For example, refer to the following code sample to customize case types:
customizedCaseTypeList.forEach(function(caseType){
	if (caseType.caseTypeID =="SolnID_CaseType1"){
		caseType.state= "NO";
	}
	else if (caseType.caseTypeID =="SolnID_CaseType2"){
		caseType.state= "NO";
	}
});
return customizedCaseTypeList;

Add Case: Configure a related case

 24.0.1.0 
The Add Case view can be used to relate a newly created case to an existing case directly within the "Add Case" view. If the relatedCaseID parameter is provided during case creation, the relate case operation automatically occurs, linking the new case with the specified existing case.

To use the relate case service, you can either create a new custom page or can use the tw.system.relateSourceCase JS API.

For more information on see, ../ae/doc/JSAPI.html

Note: The relate case operation is not available in the Add case default.

Configuration properties

Set or modify configuration properties for the view in the Configuration properties tab.
Table 2. Add Case view: configure related case
Property Description Data type
relatedCaseID The ID of the target case in the relationship. String
relatedSourceName The relationship Source Name. This is user defined. String
relatedTargetName The relationship Target name. This is user defined. String
relationshipDescription The description of this relationship String
More resources
For more information about how to create a coach or page, see Building coaches.
For more information about standard properties (General, Configuration, Positioning, Visibility, and HTML Attributes), see View properties. For other UI views, see UI toolkit.