Adding and managing properties
About this task
In Case Builder, you have the flexibility to generate new properties or reuse existing ones from the target object store. Reused properties remain unchanged and retain their original configuration throughout the solution deployment process. You can select from a range of reusable properties and apply sorting or filtering based on criteria such as name, unique ID, or type.
Adding properties to a case solution
About this task
Procedure
Adding properties to a case type, document class, or task
About this task
Procedure
- Click Add Property and then select an existing property that is defined for the solution, reuse a property, or create a new one.
- Define property values. The property value fields that are displayed depend on the type of the property. For example, single properties can have a default property value. Some properties, like float and integer properties, can have minimum and maximum values. If you edit a property that existed in the solution, any values that you enter here apply only to this case type or document class. For example, you can override the default value that was set at the solution level.On the Views page, you can designate a caseworker property as the Case Title Property. The chosen property is of string or integer data type, a single value property, and not hidden. In cases where no case property is assigned, the Case ID automatically serves as the default Case Title Property.
Adding one or more task preconditions
Procedure
Deleting case properties
About this task
You need to delete properties that are not used in a solution. Keeping unused properties in elements like case types, activities, and in-baskets can confuse users and can cause database table limit issues during solution deployment. For more information, see How to plan project area or target environments appropriately for solution deployment to avoid column limitations on database tables.
Procedure
- Before you delete a property at the solution level, ensure that you have removed the
property from individual pages, in-baskets, case types, etc. The Case Builder automatically verifies whether properties are used in pages, in-baskets, case types, etc., before allowing the deletion of the property at the solution level.
- Delete the properties in Case Builder by clicking the Remove icon for each property.
- If the property was added to either a workflow or configuration in relation to a
FileNet®
workflow system that is done
outside of Case Builder. Use FileNet Process Designer to open the solution and delete the property (data fields) from the queues, in-baskets, and workflows. For more information, see Case Type Selection.
- Validate, save, and close the solution after you make the required changes.
What to do next
When creating your solution, avoid displaying long string properties from Content Platform Engine in the Search View of a case type if you are reusing them. Including long string properties in the Search View can lead to errors for caseworkers when searching using these properties. Long string properties support only the operators begins with, ends with, contains, is empty, and is not empty. If a caseworker uses a different operator in the client, the search fails.