Adding Box collaboration actions for existing solutions

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This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
You can enable Box collaboration. For solutions that are created after Box collaboration is enabled, the Box collaboration actions are displayed by default in the Documents view. For solutions that were created before Box collaboration was enabled, you must manually add these actions by editing the solution in Case Builder.

Before you begin

Install IBM® Business Automation Workflow and enable Box collaboration.

Procedure

To add the Box collaboration actions to an existing solution:

  1. Open the solution in Case Builder.
  2. On the Pages tab, edit all solution pages that contain the Case Information widget or any other custom widget that has a Documents view menu.
    By default, the Case Information widget is included on the Case Details page.
  3. In Page Designer, click the Edit Settings icon for each widget that has a Documents view to configure the Box actions.
    1. On the Toolbars tab, add the Add Box Collaboration Folder action to the Documents view toolbar.
    2. On the Menus tab, add the Manage Collaborators and Assign Box Task actions to the Documents view (Folder) menu/
    3. On the Menus tab, add the Box Copy and Assign Box Task actions to the Documents view (Documents) menu.
  4. After you update the relevant pages, save and redeploy the solution.