Case Toolbar widget

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
You use the Case Toolbar widget to specify the actions that case workers can take for cases. These actions can be implemented as buttons or menu buttons in the toolbar.

The buttons and menu buttons that are included by default in the Case Toolbar widget depend on the type of page that the widget is on.

You can edit the settings for the Case Toolbar widget to:
  • Add, remove, and edit the buttons and menu buttons that are available to case workers.
  • Show the health of the case in the toolbar.

IBM® Business Automation Workflow pages that include this widget by default

The Case Toolbar widget is included on the following pages:
Add Case page
On this page, the Case Toolbar widget contains the following buttons by default:
  • Save Case and Close Page
  • Close Case Page
Add Case Form page
On this page, the Case Toolbar widget contains the following buttons by default:
  • Save Case and Close Page
  • Close Case Page
Case Details page
On this page, the Case Toolbar widget contains the following buttons by default:
  • Add Comment to Case
  • Add Custom Activity (This menu button includes the following actions: Add Custom Activity and Copy Existing Custom Activity.)
  • Add Activity
  • Close Case Page
  • Create Package
  • Save Case
  • Split Case
Restriction: The Create Package button is included by default only for solutions that are created with version 5.2.1 Fix Pack 4 or later.
Tip: The Create Package button opens a set up assistant that enables users to specify the case artifacts to be included in the package. Use the Create Default Package button to create a case package that includes all case artifacts in the package.
Case Details Form page
On this page, the Case Toolbar widget contains the following buttons by default:
  • Add Comment to Case
  • Add Custom Activity (This menu button includes the following actions: Add Custom Activity and Copy Existing Custom Activity.)
  • Add Activity
  • Close Case Page
  • Create Package
  • Save Case
  • Split Case
Restriction: The Create Package button is included by default only for solutions that are created with version 5.2.1 Fix Pack 4 or later.
Tip: The Create Package button opens a set up assistant that enables users to specify the case artifacts to be included in the package. Use the Create Default Package button to create a case package that includes all case artifacts in the package.
Split Case page
On this page, the Case Toolbar widget contains the following buttons by default:
  • Save Case and Close Page
  • Close Case Page