Adding case operations to a Content Cortex process

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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
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You can use case operations to automate specific steps in an activity that has a Content Cortex process. For example, you can use case operations to create an insurance claim case when an accident report is received or to start a discretionary activity based on the value of a document property.

Before you begin

Define the activity in Case Builder.

About this task

To add case operations, you open the activity in IBM® FileNet® Process Designer. You then add a component step to the workflow with which you associate the case operations. You can associate more than one operation to a component step. For example, you can configure case operations to create a case and add a comment with a single component step.

By adding case operations, you can perform many case-related actions, such as the following:
  • Create a case by using a specified case type.
  • Add a comment to the current case.
  • Create a discretionary activity in a case.
  • File attachments to a case into a subfolder
  • Relate the current case to another case.
Note: Business objects that are added from the Case Builder step editor cannot be displayed in the Content Cortex process when it is opened from IBM FileNet Process Designer.

Procedure

To add case operations to a workflow step:

  1. In a stand-alone IBM FileNet Process Designer, open the solution for editing the Content Cortex activity workflow, which you want to add the case operation.
  2. In IBM FileNet Process Designer, drag the Component icon to drop at the place in the activity that you want the operation to be performed.
  3. On the Component tab, click the Add icon.
  4. From the Component list, select ICM_Operations.
  5. Select the operation that you want to insert and then click OK.
  6. In the Operation Parameters area, enter an expression for each operation parameter:
    1. Click in the Expression field for the parameter.
    2. From the Expression list, select Build Expression.
    3. For the caseID parameter, in the Business Object Fields list, you must select F_CaseFolder and click Insert.
    4. For the taskID parameter, in the Business Object Fields list, you must select F_CaseTask and click Insert.
    5. Use other case properties for the expression. In the Business Object Fields list, select F_CaseFolder, then select the case property and click Insert.

      If the expression contains a hardcoded string, enclose the string in double quotation marks.