Adding a case solution

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
A case solution consists of one or more related case types that provide the documents, data, business processing, and routing to the case workers. For example, a case solution for a human resources department might include a case type for new hires, a case type for retirement, and a case type for resource actions.

About this task

You can add a case solution either from scratch, without using a template, or from a template that is based on a snapshot of an existing case solution. Choose to use a base template when you want to quickly create a new solution that is based on the same design.

  • Without using a template, you create an empty solution to which you then add and configure assets in Case Builder.
  • When you use a template, you start the design of your new solution from a point-in-time snapshot of a base case solution.

Multiple templates can be created for the same case solution, from snapshots that are captured at different points in the solution lifecycle. The template provider might choose to prevent you from changing or deleting assets, such as properties, document classes, or case types. Check with the template provider for specific restrictions.

For more information on how to add and configure assets to complete and deploy the solution, see Adding and deploying a case management solution.

Adding a case solution in Workflow Center

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In Workflow Center, you can add a case solution either without using a template or from a base solution template. Each user who might add a solution must use their own user ID. If you edit the same solution in more than one browser session, changes might be lost.

Before you begin

If you want to add a solution starting from a base template, but no templates are available or you haven't yet created the template that you need, see Converting a solution into a template.

Procedure

To add a case solution:

  1. In Workflow Center, in the navigation tree, click Case solutions, then click Create.
  2. In the Create a case solution modal, enter a name and an optional description for the new solution. If you want to use a base template, select the template, too, and then click Create.
    The base template option is not offered if no templates exist.

Results

The new case solution opens in Case Builder, where you can start configuring it by adding and customizing assets. If your solution is based on a template, it inherits the assets of the template, which you can customize and augment as needed.

Adding a legacy case solution

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In the legacy Case Builder, you have the options to add a solution without using a template, add a solution from an administrator-provided template, duplicate an existing solution, or use the set up assistant to generate a solution.

About this task

When you create a solution from a template, you can select an option to use existing unique identifiers. The default setting is the option that is set in the template. The new solution is created in the same object store as the template, and you can select the project area to which to assign the solution.

Important: In most templates, the default behavior is to create new unique identifiers when a solution is created from the template. Do not change the option that was set in the template unless you have a specific business reason to override the default setting. If you select Include existing unique identifiers, you cannot deploy more than one solution that is based on this template to the same target object store.
Restriction: You cannot create a solution from a template that has files that are checked out.

Procedure

To add a solution in Case Builder:

  1. On the Manage Solutions page, select the method that you want to use to add a solution:
    Without a template
    1. Select a template from the menu and click Add Solution, then select No template to create a solution without using a template.
    Copy an existing solution
    1. Select an existing solution and click Copy.
      Tip: If you do not find an existing solution that you wanted to copy on the Manage Solutions page, the solution might be assigned to a different project area. Check with your system administrator.
    2. Enter a name and solution prefix. The solution prefix is a 2-5 character prefix that is prepended to all case types, document classes, properties, and task unique identifier names that are created for the solution. The solution prefix must be unique across all solutions. However, if you create a solution from a template, the prefix that is assigned by the template supplier is retained for the reused properties that are part of the template.
      Restriction: You cannot modify the solution name or prefix after you create the solution.
    3. Add a solution description and icon. If you copied a solution, you can change the icon after you create the solution. You can modify the solution description by clicking the Edit solution description icon in the solution summary on the solution home page. Solution icons are a predefined set of icons.
    From a template
    1. In the navigation tree, select an object store and click Solution Templates.
    2. On the Solution Templates page in the right window, select a template.
    3. Click Actions > Create Solution and complete the steps.
  2. Add roles, case types, and properties, then add document classes and set the in-basket views to complete the case solution.

Results

You are now ready to add pages and create your case client management application. See Designing the case management client application.

What to do next

If the solution is associated with a process application, complete the steps in the topic Copying case solutions that are associated with process applications.