Grouping Root Process Instances under a new Case Process

The Stardust provides functionality to group related processes and create a case. A Case Menu is available from the activity execution view and the Actions column in all process tables. For details on the Actions column in process tables, refer to chapter Working with Process Tables.

The Case menu contains two options:

• Create Case
• Attach To Case

For more information, please refer to the chapter Case - Grouping Processes in the Stardust Documentation - Concepts Guide. Case - Grouping Processes in the Concepts Guide.

Refer to section Case Management Learning Videos with links to videos that guide you through the process of case management and grouping of business processes.

Creating a Case

The Create Case dialog allows you to group one or more active root process instances under a new case process. A case remains active until all its grouped process instances are completed.

The creation of a case requires at least one process instance to be attached to the case. Following rules are applied for the process instance to be attached to a case:

• It must be in active state
• It must be a root process instance
• It cannot be a case itself

The user who wants to create a case should have grant for the permission Create Case. For more information on authorization, please refer to chapter Managing Authorization.

1. To create a case of active process instances, click the down-arrow icon displayed next to the Case Menu icon and choose Create Case option from the activity execution view toolbar.

   
   Figure: Create Case

   The Create Case dialog is displayed.

   
   Figure: Create Case Dialog

2. Specify case name, description and note for the case.
   • Owner: by default, the name of the user who created the case is displayed in the Owner text box. You can change the owner of the case from the Case Details View.
   • Open Case Details check box: by default, this check box is selected. The Case Details view gets displayed immediately after the case creation. For more information, please refer to the chapter Case Details View.
3. Click OK. The new case gets created with all the selected process instances as case sub-processes.

If one or more selected process instances are not root process instances, the validation message is displayed.

Attaching To Case

You can attach a root process instance and case process instance using the Attach To Case option.

Attaching a Root Process Instance

When the in-scope process instance is a root process instance, you can attach it to the case. To attach a root process instance:

1. Select the root process instance to be attached
2. From the Case Menu, select the Attach to Case option

   
   Figure: Case Menu - Attach To Case

   By default, the search is performed for active cases matching all key descriptors.

3. Click the Match Any button if active cases do not have matching key descriptors.

   
   Figure: Search for Active Cases

   Please refer to the chapter Related Process or Case Search for detail information.

4. Click the Attach button. The root process instance is attached to the case and becomes a subprocess of the case.

   
   Figure: Attach To Case Process Instance

   The notification message to view the case is displayed.

   
   Figure: Notification - View Case

Attaching a Case Process Instance

When the in-scope process instance is a case process instance, you can use the Attach to Case option to search for related active root processes and attach them to the case. To attach a case process instance:

1. Select the case process instance(s) to attach
2. From the Case Menu, select the Attach to Case option

   
   Figure: Case Menu - Attach To Case

   By default, the search is performed for active root processes matching all key descriptors.

3. Click the Match Any button if active root processes do not have matching key descriptors. The search is performed for active non-case process instances (matching key descriptors) that can be attached to the case process instances.

   
   Figure: Active Root Process Instance

   Please refer to the chapter Related Process or Case Search for detail information.

4. Select a row (or CTRL+click to select multiple rows) and click the Attach button . The root process instance is attached to the case and becomes a subprocess of the case.

   
   Figure: Attach To Active Root Process Instance

   The notification message to view the case is displayed.

   
   Figure: Notification - View Case

Case Management Learning Videos

The following training videos explain how Stardust can be used for case management and grouping of business processes:

• Create Case (8 Minutes) - provides basics of Case Management including creation of cases, key descriptor handling and search
• Working with Cases (8 Minutes) - demonstrates advanced case handling like merging of cases or detaching of processes from cases

Note that these videos were created in an earlier Stardust version than the current. Some functionality or design might have changed meanwhile.

You find more training videos for related and other topics on our Self-Learning Trainings Stardust Wiki page.