Figure: Case Detail View
You can view details about a case process and invoke actions on it in the Case Details view. This view displays case properties, descriptors, history, documents and processes linked to a case.
You can open the Case Details view from the Business Process Manager in the Business Process Manager Perspective. It also gets opened automatically when creating a case process in an activity execution view in the Workflow Execution Perspective.
Figure: Case Detail View
The Overview section displays the following case properties:
The case owner can modify the case name. To modify the case name:
Update Case Name icon displayed next to the case name.
icon. The new case name gets displayed. Every case has an owner. The existing case owner and administrator can modify this field. Note that the case should not be in terminated state. For more information on case owner, please refer to the section Owner of a Case of chapter Case - Grouping Processes in the Stardust Concepts Owner of a Case of the Case - Grouping Processes chapter in the Concepts handbook. Using the Delegate Case Ownership option, you can modify the case owner.
Note that there are no restrictions to whom the case owner can delegate the case. The case owner can delegate the case to any participant regardless of current performer defined in any active model. Such as, delegation to any Stardust Portal user, role (can be implicitly scoped role), organization (can be scoped organization), and department. The Pick from List and Pick from Tree options include all participants regardless of current performer and all the departments in the hierarchy. Departments (both implicitly and explicitly scoped) are ordered alphabetically by the prepended parent organization name.
To modify the case owner:
Delegate Case Ownership icon displayed next to the
case owner. The Delegate Case Ownership dialog is displayed.
Note that the users and user groups are not available for selection from the participant tree.
OR
OR
To modify the case description:
Update Case Description icon
displayed next to the case description
Figure: Case Description
The toolbar of the Case Details view provide the following operations on cases:
If you try to abort the case process, the Abort Process dialog gets displayed.
Figure: Case Abort
In the Abort Activity dialog, select any of the two options.
Figure: Case Abort
Note that you cannot abort case process using this option. Cases can be aborted using the Abort Process and Join option.
Figure: Case Abort
You cannot abort and start a case.
Figure: Case Abort and Start
If you try to abort and start the case, the following error gets displayed.
Figure: Case Abort and Start - Error
In case you want to abort an existing case process instance and join another case process, click the down-arrow icon displayed next to the Abort Process icon and select Abort Process and Join option from the toolbar. Refer to the Abort Process and Join section for more information.
Figure: Case Abort and Join
To recover the case process, click the Recover Process icon.
Figure: Recover
The case owner can attach root process instances to the case using the Attach Process Instance to Case option. However, following rules are applied when you try to attach a process instance to a case:
To attach a process instance to a case:
The related process search is performed for all the active root process instances and the search result is displayed.
Refer to the chapter Related Process or Case Search for detail information.
The attached process instance gets displayed in the Case History panel.
The attached root process instance becomes a child process of the case or a case subprocess.
Click the Correspondence icon.
Figure: Correspondence
A new Correspondence tab opens, where you can edit correspondence content. For more information, please refer to chapter Creating Correspondence .
Click the Chat icon.
Figure: Chat
For more information, please refer to chapter Chat View.
Click the Update icon to update the Case Details view page.
The Descriptors panel displays the name and value of all key descriptors and descriptors from the subprocesses which have the same values. The list of descriptors is automatically updated whenever process instances are attached or detached and when cases are joined. Click the Update icon to recalculate the descriptors manually. For more information on descriptors and key descriptors, please refer to the chapter Working with Data Paths in the Stardust Documentation - Developer Handbook. Working with Data Paths chapter of the Developers Handbook.
Figure: Descriptors
The Linked Cases panel displays linked case instance details. The case instance links are created when any case process instance is aborted and joined to another case process instance. It also displays Link Type, Link Create Time, Link Create User and Link Comment along with Actions column. To view the linked case details, click the linked case process name from the Process Name column or click the Process Details icon in the Actions column.
Figure: Linked Cases
When the case process instance is aborted and joined the link type for:
The following sections provide details about actions and toolbar options for linked processes.
The actions for linked processes are same as for Case History. But note that the Abort Process icon is disabled in the following scenarios:
You can abort a case process using the Abort Process option. But note that you cannot abort case process using this option.
You cannot abort and start a case.
If you try to abort and start a case, the following message is displayed.
In case you want to abort an existing case process instance and join another case process, click the down-arrow icon displayed next to the Abort Process icon and select Abort Process and Join option from the toolbar. Refer to the Abort Process and Join section for more information.
Click the Recover Process icon to recover the case process.
Using the Case Menu option, you can create a case and attach to case. For more information, please refer to chapter Grouping Root Process Instances under a new Case Process.
This icon enables when you modify the process priority. To save the modified process priority, click the Save Priority Changes icon.
For more information, please refer to chapter Modifying Process Priorities.
The Case History panel displays the hierarchical tree view of processes that are added in a case.
The case process is indicated with the 
icon.
The root processes attached with the case are displayed under the case process instance.
| Column | Description |
|---|---|
| Process Name | Name of the process |
| Process OID | Process OID |
| Priority | Process priority |
| Descriptors | Descriptor values belonging to the case and process |
| Starting User | User who started the process |
| Start Time | Time when the case and process was started |
| Duration | Duration of the case and process in days, hours, minutes and seconds |
| Status | Status of the case, subprocess or activity |
| Actions | Available actions, like terminating, recovering, adding notes etc |
Figure: Case History
The following columns are not displayed by default, but can be selected additionally:
For details on general process table functionality refer to chapter Working with Process Tables.
By default, the current case process instance row is selected and the process table displays details about the subprocesses related to the case. To view details about other subprocesses, select the radio button of the according subprocess row in the Select column.
Figure: Select Process
The following toolbar options are provided in the Case History Process table:
The case owner can detach root process instances from a case using the Detach Process Instance from a Case option.
To detach a process instance from a case:
icon. The process instance gets detached from the case.If the process instance to be detached is the last active process instance but at least one case member still exists, the state of the case process instance changes to complete. Following warning message is displayed.
Figure: Detach Process Instance - Warning
If no other case member exists, the state of the case process instance changes to aborted. Thus, an empty case is always in aborted state. Following warning message is displayed.
Figure: Detach Process Instance - Warning
Also, note that when detach process instance from a case is performed on non-case members, (spawned process from the case process instance) the error message is displayed.
You can suppress the display of process definitions that are not business relevant in the portal. These processes are marked as "Is Auxiliary Process" in the modeler. Please refer to chapter Working with Process Definitions of the Stardust Online Documentation - Modeling Guide Working with Process Definitions of the Modeling Guide for details.
By default, these auxiliary processes are displayed in the Process History. To show or hide them from the view, click the Show / Hide Auxiliary Processes icon in the toolbar.
Figure: Click to hide auxiliary processes
Click the Expand All
icon to view the subprocesses under a case.
Similarly, you can close the expanded case tree using the Collapse All
icon.
Most of the available actions are the same as for standard processes as described in detail in chapter Working with Process Tables. The following actions are specific for case process instances:
Any existing case process instance cannot be aborted. In case of Abort operation, the following message is displayed.
Figure: Abort Case Process Instance
Any existing case process instance cannot be aborted and started. In case of Abort Process and Start operation, the following message is displayed.
Figure: Abort and Start Case Process Instance
In case you want to abort an existing case and join it to another case, click the down-arrow icon and select the Abort Process and Join option. When you abort and join an existing case:
The following rules are important when you try to abort and join a case process instance:
Please refer to chapter Aborting and Joining Processes for detail information.
Figure: Abort Process and Join
The case owner can detach the subprocesses of the case process using this action. Click the Detach Process Instance from Case icon to detach the subprocess of the case process.
The Activity Table for Case Process indicates when ownership of a case is delegated, as a case process instance is selected, by default. The default case activity is in suspended state after creation of the case. If you select a case subprocess from the Process Table of the Case History panel, activity status changes and any processes spawned by super processes are displayed under the activity nodes.
Figure: Activity Table for Case Process
| Column | Description |
|---|---|
| Activity Name | Name of the case or activity |
| Event Details | Details about activity events |
| OID | Activity OID |
| Started | Time when an activity was started |
| Last Modification | Time when activity was last modified |
| Event Performer | Performer of the event |
| Assigned To | User the activity is assigned to |
| Status | Status of the case or activity |
| Actions | Available actions like activated, aborted, suspended and delegated |
Please refer to the following sections for details:
The following activity state change events are displayed in the list:
Actions that have been performed on activities are displayed in the following way:
| Icon | Description |
|---|---|
 |
Activity is delegated. |
In the Filters section of the toolbar, you can filter the rows. For example, different state of activities.
Figure: Provided Filters.
You can choose to show or hide interactive activities, like manual activities, by enabling or disabling the filter button for interactive activities.
Figure: Click to hide interactive activities.
You can choose to show or hide non-interactive activities, like application activities, by enabling or disabling the filter button for non-interactive activities.
Figure: Click to hide non-interactive activities.
You can choose to show or hide auxiliary activities (route activities) by enabling or disabling the filter button for auxiliary activities.
Figure: Click to hide auxiliary activities.
Auxiliary activities are all route activities and activities defined as Is Auxiliary Activity in the activities property page in the Stardust Process Workbench. Please refer to the chapter Specifying Activities of the Stardust Online Documentation - Modeling Guide section Display of the chapter Specifying Activities for detailed information on setting the Display option for defining activities as auxiliary.
If the auxiliary activity is a subprocess activity and the Show/Hide auxiliary activities button is disabled, all following activities in this subprocess are hidden as well.
You can choose to show or hide terminated events by enabling or disabling the filter button for terminated event.
Figure: Click to hide terminated events.
You can choose to show or hide delegation events by enabling or disabling the filter button for delegation events.
Figure: Click to hide delegation events.
You can choose to show or hide exceptions by enabling or disabling the filter button for exceptions.
Figure: Click to hide exceptions.
You can choose to show or hide notes by enabling or disabling the filter button for notes.
Figure: Click to hide notes.
You can choose to show or hide state change events by enabling or disabling the filter button for state change events.
Figure: Click to hide state change events.
An activity tooltip indicates the type of activity like Application, Manual etc. Move your mouse-pointer over the according activity to invoke a tooltip with the activity type.
Figure: Indicate the Activity Type.
Options displayed in the Actions column are disabled for default case activity. Following operations are not allowed on a default case activity instance:
Activity state change is initiated internally only.
Please note that the case activities do not appear in assembly line mode.
For more information, please refer to the section Life-cycle of Case Activity Case - Grouping Processes in the Stardust Concepts Life-cycle of Case Activity of the Case - Grouping Processes chapter in the Concepts handbook.
The Case Documents panel provides a tree view of documents and notes for the case and all process instances in the case. The case process instance always appears at the top in expanded mode. It displays process attachments and notes. The process instance node is displayed under the case node in alphabetical order. You can view the process attachments, specific documents and notes, if added.
Figure: Case Documents
Note that if the TIFF document is associated with a case process instance and you open the TIFF document, the Extract Pages button of the TIFF viewer is disabled.
The Participants panel displays the case owner, case originator and the performers of an activity in any of the case process instances.
Figure: Case Participants
