Adding custom in-baskets to roles

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
You can add new in-baskets to existing queues from IBM® FileNet® Process Designer into your solution. For example, you might want to provide different views of a queue, such as loan applications for over or under certain amounts, for different purposes.

About this task

By default, Case Builder creates one Role In-basket for each role and, optionally, one personal in-basket. You can define additional custom in-baskets, but you must add them to the solution and assign them to a role by using IBM FileNet Process Designer as described in this task.
Important: You must assign the new in-baskets to a role for the new in-baskets to be displayed in Case Client.

Procedure

To add additional in-baskets to roles:

  1. Open the solution in IBM FileNet Process Designer by clicking File > Solution > Edit and select the solution definition file.
  2. Select a case type and click View > In-baskets.
  3. Select a role or inbox queue from the Queue for in-baskets menu.
  4. Add a new in-basket by clicking the Add icon.
  5. Specify a name, select the fields, and optionally make fields sortable.
    To include system fields, select Show system fields on the Add fields to in-basket page.
  6. Optional: On the Create Filters page, add a filter.
  7. Assign the new in-basket to a role by clicking View > Roles, selecting a role, and clicking the Add icon.
    You can also select other in-baskets.
  8. Validate, save, and close the solution.