Designing views

Use the Case Layouts view to add case page layouts that associate classic case views with modern Adapter pages that incorporate custom client-side human services. You can also use the Case Layouts view to add property views.

When using the Case Layouts view to add a case page layout, the case page layout can be designated as an Add Case type or a Case Details type. If you designate the case page layout as an Add Case type, it is automatically associated with the Add Case Adapter page that incorporates a custom client-side human service. Similarly, if you designate the case page layout as a Case Details type, it is automatically associated with the Case Details Adapter page that incorporates a custom client-side human service. Although client-side human services can be edited (or deleted), only edits to the name and description are permitted after a client-side human service is created. However, you can open client-side human services in Process Designer to modify or enhance the layout.

When using the Case Layouts view to add a property view, you 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.

Split Case as a case layout type and Split Case Adapter page are added to the existing Add Case and Case Details layout types in Case Builder.

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, case stage, and date that is modified to include in this view.

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, case state, case stage, and date that is modified to include in this view.