Designing views
You design views to specify the properties that are displayed to case workers for a case type. For each case type, you can specify the properties that are displayed for the case summary and the properties that are searchable. In addition, you can specify the properties that are displayed in the Properties widgets that case workers use to complete cases and work items.
Before you begin
On the Properties page for the case type, add the properties that are used for the case type.
About this task
- Case Summary
Use the Case Summary view to select and order the properties that are displayed in the Summary tab of the Case Information widget and in the Case List widget.
In addition to the case properties, you can select predefined properties such as the case identifier, case type, and date modified to include in this view.
- Properties Layout
Use the Properties Layout view to define different layouts for the Properties widgets that are used for the case type. For example, you can define different layouts to meet the requirements of different roles or tasks. Each layout can display a different set of properties.
You can use the system-generated view for the Properties widget that is provided by IBM® Business Automation Workflow. Alternatively, you can specify a custom view as the default for the case type. The default view is used unless you configure the Properties widget on a page to use a specific view. For example, you might configure the Properties widget on a Case Details page to use a view for a specific role. You might configure the Properties widgets on an Add Task page to use a different layout for a specific step.
- Case Search
Use the Case Search view to select and order the properties that are available for building a search in the Search widget.
In addition to the case properties, you can select predefined properties such as the case identifier, case type, and date modified to include in this view.
You can also specify a case property to use as the title of cases of this case type. On the Views page, click the Edit icon for the Case Title Property field. Select a single-value string or integer property to use as the case title. If you do not specify a property for the case title, the Case ID is used by default.