Adding an activity with an existing process

To add an activity with an existing workflow process:

1. In Case Builder, open the solution that contains the case type to which you want to add the activity.
2. Click the Case Types tab.
3. Open the case type and then click Activities to open the Activities page.
4. On the Activities page, click Add Activity > Activity with Existing Process.
   Note:

   • If you want to add the workflow process as a subactivity inside a container activity, open the container activity first. Then, click Add Subactivity > Subactivity with Existing Process
5. On the General page, specify the name, unique identifier, and description, define how the activity starts, assign the activity to a set, and select a Process Task Details Adapter.

   To define how the activity starts, choose one of the following options:

   • Automatically
   • Manually
   • Discretionally

   If you select the Discretionally option, the activity must be added to a case programmatically or by the caseworker in Case Client.

   Important: The Process Task Details Adapter is available only in Classic mode. When not using Classic mode, this option is hidden. For non-Classic mode solutions, use the default task management interface that is provided by the Tasks solution layout page.
   If you are using Classic mode, to select a Process Task Details Adapter, expand Process Task Details Adapter and choose an item from the drop-down list. By default, the Process Task Details Adapter page is selected when a process activity is opened for a parent case activity. You can create your own Task Details pages from the default Process Task Details Adapter page and add more case widgets to the page (such as the Case Information widget).

   Note: When a new Task Details Adapter page is created for a workflow process activity in Classic mode, it must contain both the Task toolbar widget and the website Viewer widget.
6. On the Preconditions page, define any preconditions that are required before the activity can start.
   An example of a precondition is when a document is filed in the case and the document is then passed to the process as an initiating attachment.
7. On the Select Process page, select the process to reuse by completing the following steps:
   1. In the Workflow Project name field, select the name of a workflow project in the Workflow Center.
      Note: If you select the current workflow project (which has "This project" appended to the name), the processes that are listed in the process table are those that were created by using the Designer rather than by using Case Builder. The local processes, which are those processes that were created by adding an activity with a new process from Case Builder, are not displayed in the process table.
   2. Select the name of a snapshot. Default Version Is preselected as the snapshot, but you can select any other snapshot in the workflow project. Then, the process table is populated with the processes that are associated with the snapshot.
      If a process is associated with a toolkit, the toolkit name is displayed in the process table. You can view the entire description for a process by hovering your mouse over the description.
   3. To filter the list of processes in the table, type some text in the Filter processes text area.
   4. To add or edit a process, complete one of the following steps:
      • To add a process, click Open Web Process Designer to open the designer. Add the process and create a snapshot. To view any processes that were added after you opened the Add Activity dialog, click Refresh.
      • To edit a process, click Open Web Process Designer and edit the process.
   5. Select a process in the process table.
8. On the Map Properties page, map process data fields to case properties:
   1. Select a process data field name from the reused process.
   2. Select a case property name to map to the selected process data field name.
      Properties must match the data type and number of values (single value or multivalue) of the selected data fields. For example, only string properties match string data fields, and only single value properties match single value data fields.
      After you select a data field name, only valid matching properties are displayed in the Property name menu.
   3. To add the selected mapping to the property map, click the plus (+) icon.
      Note: Only base data types that are defined in the existing process are available for mapping into a case activity property. The following data types are supported on the process side - String, Integer, Decimal, Date and Boolean. Time, Selection, and Structure data types are not supported for mapping. For more information, see Variable types.
9. Optional: In the Design Comments page, add a design comment. For example, the comment might explain the reasons that this activity was created, what the imported process does, or how it works with the solution.
10. Click Finish to finish creating the new activity.