Defining a custom role

You can create a custom role, queue, and in-basket in IBM® FileNet® Process Designer. If you want to use the role in the Step Designer, you must add the CB_PrimaryQueue attribute for the role to indicate the primary queue for the role.

About this task

Create a custom role and work queue if you want to create your own queue and role that does not follow Case Builder naming convention or if you want to reuse a queue from the reused workflows.

Procedure

To define a custom role, queue, and inbasket:

  1. In the Manage Solutions page, select your solution, and then click More actions > Open IBM FileNet Process Designer.
  2. In IBM FileNet Process Designer go to View > Configuration > Work Queue > New and name the new queue.
    For example, name the queue Processing.
  3. Expose the system fields and properties or data fields that you want displayed in this queue.
    Only single value properties are available for selection.
  4. On the In-baskets page create an in-basket and assign the properties that you want displayed for this view.
    Only exposed fields for the queue are available to be used as in-basket columns and filters.
    Name the in-basket, for example, My Inbox.
  5. Create a role by going to View > Roles and clicking the Add icon.
    For example, name the role Adjuster.
  6. Associate the role with the in-basket.
    1. Select the role and click the Modify icon on the Select In-baskets and Members page.
    2. Select the new in-basket and click OK.
  7. Optional: If you want to create a swimlane for this role in the Step Designer, add the CB_PrimaryQueue attribute to the role:
    1. Select the role, and then go to the Custom Attributes page.
    2. Enter CB_PrimaryQueue for the attribute name, select string as the attribute type, and enter Processing for the value.
  8. Click File > Solution > Save and Close to save and close the solution.

Results

If the solution is edited in Case Builder, the role is displayed on the Roles page and the inbasket is displayed on the In-baskets page. The role is also available as a role lane choice in the Step Designer.