Customizing the case package PDF file

Draft comment:
This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
You can customize the appearance of the PDF file that is included in a case package. For example, you can change the fonts or include a company logo.

About this task

Case workers can create a case package to share details about a case with external stakeholders who do not have access to the case management system. For example, the case might need to be sent to a legal advisor for review. From the Case Details or Cases page, case workers can select properties, documents, related cases, and other case information such as case comments and history, and package them into a single compressed file that is saved in the case folder. The case package contains the selected case documents and a PDF file that lists the selected case information.

You can customize the appearance of the PDF file by modifying the casepackage.xsl stylesheet file that is used by Apache FOP (Formatting Objects Processor) version 2.0 to generate the PDF file. For more information about customizing the stylesheet, see the Apache FOP documentation at https://xmlgraphics.apache.org/fop/ External link opens a new window or tab.

Procedure

To customize the case package PDF file:

Modify the network_shared_directory/AddOns/casePackage/casepackage.xsl file in your development and production environments.
Important: Back up the customized stylesheet file before you install a patch or run the Register the IBM® Business Automation Workflow Case Administration Client Plug-in Case configuration tool task. When you install a patch or run the Register the IBM Business Automation Workflow Case Administration Client Plug-in configuration tool task, the customizations to the stylesheet are overridden.