Case Information widget
You use the Case Information widget to display an overview of a case to case workers. The Case Information widget can display up to four views: summary, documents, activities, and history.
The case identifier is displayed at the top of the Case Information widget with a link to open the case in the Case Details page.
Case Information widget configuration
You can edit the settings for the Case Information widget to select the views that are to be displayed in the widget. If you configure the widget to display more than one view, each view is shown on a separate tab. For the Documents view, you can specify whether documents are to open in a separate browser window and whether only document classes that are defined in the solution are to be displayed.
You can enable users to add documents and folders to their Favorites, and to sync content between devices. Favorites and sync must be enabled in IBM® Content Navigator before case workers can use the feature.
You can configure toolbars and menus to provide user actions that are specific to the Documents view, History view, and Activities view. For the Documents view, you can configure toolbars and menus for documents and for folders. You can also enable users to add documents and folders to their Favorites, and to sync the content between devices. Favorites and sync must be enabled in IBM Content Navigator before case workers can use the feature.
You can wire the Case Information widget so that a document is automatically displayed in the
Viewer widget when a user selects the document on the Documents tab. To make documents display
automatically, wire the outgoing Document selected
event for the Case Information widget to
the incoming Open document
event for the Viewer widget.
IBM Business Automation Workflow pages that include this widget by default
- Add Activity page
- By default, the Documents view, History view, and Summary view are displayed on this page.
- Add Activity Form page
- By default, the Documents view, History view, and Activities view are displayed on this page.
- Cases page
- By default, the History view and Summary view are displayed on this page.
- Case Details page
- By default, the Documents view, History view, and Activities view are displayed on this page.
- Case Details Form page
- By default, the Documents view, History view, Summary view, and Activities view are displayed on this page.
- Custom Activity Details page
- By default, the Documents view, History view, and Summary view are displayed on this page.
- Work Details page
- By default, the Documents view, History view, and Summary view are displayed on this page.
- Work Details Form page
- By default, the Documents view, History view, and Summary view are displayed on this page.
Case Information widget restrictions
The Case Information widget does not support the following MIME types that are specific to Workplace and Workplace XT. Because the widget does not display these document classes correctly, users might encounter errors when they open the documents of these types. To avoid these errors, store files with the following MIME types in folders that users cannot browse to or that they cannot search for:
- Entry template MIME types
application/x-filenet-customobjectentrytemplate application/x-filenet-declarerecordentrytemplate application/x-filenet-documententrytemplate application/x-filenet-entrytemplate application/x-filenet-folderentrytemplate- IBM Enterprise Records record MIME types
application/x-filenet-rm-electronicrecord application/x-filenet-rm-emailrecord application/x-filenet-rm-physicalrecord- Search template MIME types
application/x-filenet-search application/x-filenet-searchtemplate- Workflow-related file MIME types
application/x-filenet-scenariodefinition application/x-filenet-workflowdefinition application/x-filenet-xpdlworkflowdefinition