Creating custom solution layouts

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15

IBM® Business Automation Workflow includes a set of layouts that you can use in your solution. You can customize the layouts to meet the requirements of your solution. You can use the custom layouts as templates to create extra pages to provide customized views for different roles, case types, and activities.

Solution layouts or pages provide case workers with access to cases that are in a solution. See Solution layouts.

Procedure

To create a solution layout:

  1. Open the solution in Case Builder.
  2. On the Layouts tab, create a solution layout by going to the Solution Layouts tab. For more information, see Creating a solution layout.
  3. After you create a new solution layout or a classic solution page, go back to Case Builder and assign the layout or page to a role. For more information, see Assigning solution layouts to roles.
  4. Optional: Go back to the Layouts tab and edit your solution layouts.

Creating the solution layout that uses human services

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Create a solution layout by using human services.

Procedure

  1. Click Add Layout.
  2. Enter the information for the solution layout, such as the layout name, unique identifier, description.
  3. Select the adapter page type.
  4. Select either a blank or cases template for your solution layout.
    • Blank templates create a blank client-side human service page.
    • Cases templates are copies of the default cases layout client-side human service page
    • Tasks templates are copies of the default task layout client-side human service page.
  5. Click OK, and then save your layout.
    After you save your new layout, you can perform the following actions:
    • Open the solution layout in Process Designer.
    • Copy and create a new layout.
    • Edit the layout and update the name, description, and adapter page selection.
    • Delete the layout.

Assigning solution layouts to roles

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Procedure

  1. Go back to Case Builder and open the Role tab.
    The cursor opens on the Roles tab, then opens the Project Team role to edit. In the Solution Layouts tab, the cursor clicks the Assign Layout button and selects the MyCases solution, which then appears in the list of solution layouts and pages.
  2. On the Roles tab, open the role.
  3. On the Solution Layouts tab for the role, click Assign Layout.
    Note: A default case or task layout client-side human service (Default_CASE_SLN_LAYOUT or Default_WORK_SLN_LAYOUT) is provisioned, which can be used for searching and listing cases or tasks based on new design of client-side human services.
    The solution layouts that you select can be added as landing tab pages for the case client. The names of the layouts and pages are the names of the tabs, and you can rearrange the order of the tabs.

Assigning solution layouts to associated roles

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Procedure

  1. Create a solution layout or a classic solution page, and assign a role to the layout or page.

    For more information on assigning solution layouts to roles, see: Assigning solution layouts to roles

  2. On the Solution Layouts tab, the Associated Roles column displays the role names as hyperlinks, clicking which displays the corresponding role in the Roles tab.
    If no roles are associated, then the Associated Roles column displays No roles associated hyperlink. Click the link to view the Roles tab where you can assign the associated role.
    Note: You can assign solution layouts to multiple associated roles. These role names appear as coma-separated values in the Associated Roles column.