Case toolkit JavaScript API

Draft comment:
This topic is shared by BAW, CP4BA, CP4BASaaS. Last updated on 2025-09-19

Look up a view name to find details about the methods, events, and other reference information related to programming.

Add Activity
Adds new discretionary activities for workflow process activities.

Add Case
Creates new case instances for specific case types.

Case Activities
Displays the activities of a case.

Case Calendar
Displays events. By default, it displays due dates for quick tasks and target end dates for case stages.

Case Comments
Displays and adds comments to a case.

Case Folder
Displays documents and folders that pertain to a given case instance in the target object store. If you are authorized, you can search, create, delete, and rename folders, and also upload, view, check out, and remove documents.

Case Folder Tree
Displays the folder tree of a given case.

Case History
Displays the history of a case.

Case List
Displays a list of cases. When the Case List view is used alongside the Case Search view, it lists the case results that are returned from the case searches.

Case Search
Searches for cases. Use this view in conjunction with the Case List view, which displays the list of cases that are returned from case searches.

Case Stages
Displays the stages of a given case.

Case Tasks List
Displays a list of case tasks for quick tasks, to-do tasks and process user tasks that are associated with a case instance.

Case Visualizer
Shows the history of a case in client-side human services. It displays how events, tasks, and work items have progressed over time.

Create Package
Shares the case details with external stakeholders who do not have access to the case management system.

Manage Roles
Adds users and groups to a role, which determines the tasks that the users or groups can perform and the resources they can access.

Manage Team
Controls the access to case instances and the security of a given case. You can set team members as owners who can access and control a case.

Related Cases
Defines relationships between cases. The correlation among cases facilitates the grouping of similar cases and enables case workers to efficiently handle batch processing and prioritize related cases more efficiently.

Role Picker
Selects and switches user roles within a case or solution context.

Split Case
Reuses the properties and documents from an existing case to create a new one.