Upgrading case types: Adding a case folder variable

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Draft comment:
This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
Case types that are created in versions of Business Automation Workflow later than V8.5.5 automatically contain a system-generated private shared variable. This variable is a shared business object that mirrors the collection of properties for the case type definition. After you convert case types created in earlier versions of Business Automation Workflow to processes, you can add a folder variable to the process.

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Draft comment:
Helen to 8560 Reviewers Regarding the sentence in the introduction...does the "Create" button only appear the first time I open a pre 8560 case or do I get the choice as long as I haven't added the folder BO?
Shared variables help ensure the integrity of data wherever it is used. You can pass the folder variable, rather than individual case properties, as arguments to linked processes and services.

Procedure

  1. Convert the case type to a process.
  2. Switch to the Variables tab.
  3. In the Variables section, click Shared Variables.
    The Shared Variable Details section appears.
  4. In the Shared Variable Details section, click Create.
    A private shared variable is added to the process.
  5. Optional:
    Draft comment:
    Helen to 8560 Reviewers: do I need to say something about adjusting the case eg pass the folder instead of variables, and adjust the output mapping.
    Update the data mapping to pass the shared variable instead of individual properties.
    If you use the shared variable to pass data, you do not need to include the shared variable in the output mapping.
  6. Click Save or Finish Editing.
    For details about declaring variables for the client-side human services, see Declaring variables