Assigning properties to a step

You can assign properties, such as name, responses, or a role, to a step for a case worker to complete.

About this task

If you assigned a default value to a property for a solution or for a case, the default value is used for the step property value when a new case starts. You can assign properties for the Launch Step only if the task is a discretionary task.
Important: For a case worker to view or edit the value of a property, including properties that are assigned to an in-basket, you must add the property to the case type and to a specific step for the case worker.
Restriction: You can specify only name and description for stub steps in Step Designer. Use IBM® FileNet® Process Designer to add other properties to stub steps.
Note: Business objects can be added to a step with the Case Builder step editor, but they will not be available in IBM FileNet Process Designer. However, there is a set of component case operations that was specifically created for interacting with case business objects. You can use the case operations to change business object properties from a FileNet activity workflow, as described in the topic Adding case operations to an activity.

Procedure

To assign a property to a step:

  1. In the Step Designer, click the step.
  2. In the Step Properties section, specify the name of the step, a description, and any instructions for the case worker.
  3. Optional: Add a response from the menu.
    You can add responses by clicking the Edit icon (...).
  4. Select whether the task can be reassigned to another case worker from the menu.
  5. You can specify the deadline and when the reminder is sent in minutes, hours, days, or weeks.
  6. Set the read and write option for each case property, workgroup, or attachment.
    The Read and Write option is selected by default, and the case worker can edit the property value. Select Read only to prevent the case worker from changing the property value.
  7. Select the page layout, a swimlane, and split and join operators.
    If you need to move a step from one swimlane to another, change the swimlane property.
  8. Click Save.
    To save the changes that you made to the step properties, ensure that you click Save. Any unsaved changes will be lost when Step Designer is closed.