Defining case type views

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The Views section for a case type enables you to customize the user interfaces that a case worker uses to find, identify, and work with cases and the information they contain.

Before you begin

On the Properties page for the case type, add the properties that are used for the case type so that you can add them to the views that you define.

About this task

In the Views section, you can customize the following main areas:
Case Layouts
The case layouts are the user interface pages that are displayed to case workers when they are adding, editing, or splitting a case into a new case.
  • The case page layouts that you define here are used to replace the default widget pages that are provided by the system and created by using customized client-side human services.
    Tip: The case page layouts that you build using client-side human services offer a new, more flexible way to build your case interface pages and leverage the same design tools and techniques that you used to build user interfaces for process user task steps.
  • The property views enable you to customize the layout of case properties that you want displayed when you use the classic case pages that include the Case Properties widget. By default, the Case Properties widget displays an ordered list of all properties that are defined for the case type.
    Note: You do not use property views with case page layouts that you defined using client-side human services because you can add individual case properties anywhere you like on those pages.
Case Summary
Use the Case Summary view to define an ordered subset of case properties that are used to quickly help identify a case. They can include both system properties, such as case ID and creation date, and custom properties that you define for a case type.
  • The summary properties are displayed in both the Case Summary page widget and as columns in the Case List page widget.
  • If you do not customize the summary, a default set of system properties is used.
Case Search
Use the Case Search view to define an ordered subset of case properties that you want to allow case workers to quickly search on when they are looking for cases using the Case Search and the Case List user interfaces.
The case properties in this set are indexed by the system to allow their cases to find them very quickly.
Tip: A new parameter, Allow Sort on Case Search Properties, has been added to the Case client plug-in configuration. When you enable the parameter, the properties in the Case Search widget are sorted alphabetically. To keep the properties in the Case Search widget in the order defined in the case type, disable the parameter.