Creating a custom page

IBM® Business Automation Workflow includes a set of pages that you can use in your solution. You can customize these pages to meet the requirements of your solution. You can use these pages as templates to create additional pages to provide customized views for different roles, case types, and activities.

About this task

By creating custom pages, you can tailor the Case Client user interface to meet specific requirements. For example, you might want two versions of the Case Details page, one for managers and one for case workers. In the version that is, intended for managers, you include the Timeline Visualizer widget to display the extended case history. In the version that is intended for case workers, you do not include the Timeline Visualizer widget.

You create and test new pages in your development environment. When you deploy your solution to a production environment, the new pages are automatically copied to that environment

Tip: For best results when you designing pages, use a monitor that is the same width and resolution as the monitors that your users will be using at run time.

Procedure

To create a page:

  1. Open the solution in Case Builder.
  2. On the Pages tab, add a page of one of the following page types:
    Solution
    Creates a blank page.
    Case Details
    Creates a page that is based on the IBM Business Automation Workflow Case Details page
    Add Case
    Creates a page that is based on the IBM Business Automation Workflow Add Case page
    Split Case
    Creates a page that is based on the IBM Business Automation Workflow Split Case page
    Add Activity
    Creates a page that is based on the IBM Business Automation Workflow Add Activity page
    Work Details
    Creates a page that is based on the IBM Business Automation Workflow Work Details page
    Custom Activity Details
    Creates a page that is based on the IBM Business Automation Workflow Custom Activity Details page

    To create a page that is based on one of the other IBM Business Automation Workflow pages or on a custom page, click the Copy icon for that page.

  3. Click the page name to design and configure the page layout.
  4. In Page Designer, design the page layout:
    1. On the toolbar, click the Page Options icon to open the Page Options window, where you can select and configure the page layout. Click OK.

      You can choose a layout that has a set configuration of rows, columns, or both. Alternatively, you can choose the Free Form layout. With this layout, you use the Column and Tab containers to configure the page exactly as you need.

    2. If you selected the Free Form layout, drag containers onto the page.
    3. Drag widgets into the appropriate containers on the page.
      Restriction: The solution pages do not monitor for unsaved changes in the widgets that are on the page. To avoid potential loss of user input, do not put the Properties widget, Form widget, or Viewer widget on these pages.
    4. Edit the settings for the widgets.
    5. Edit the wiring for the page and the widgets, if needed.
  5. Associate the page with the role, work item, or case type:
    Component Action
    Case type Specify the new page layout as a default page for a case type:
    1. On the Case Types tab, open the case type.
    2. Select the new page as the default layout for the appropriate page type:
      • Work Details for Custom Activity page
      • Add Case page
      • Split Case page
      • Case Details page

    To set the new page as the default Case Details or Case Details Form page for a specific role, click Add Role and select the page.
    Role Specify the new page layout as a Solution page for a role:
    1. On the Roles tab, open the role.
    2. On the Pages tab for the role, click Assign Page and select the page.
    Work item Specify the new page layout as the default Work Details page for a step in an activity:
    1. On the Case Types tab, open the case type.
    2. On the Activities page, open the activity that contains the step.
    3. Open the activity in Step Designer and select the step.
    4. In the Step Properties area, select the page from the Page Layout list.