You define properties, such as names or dates, at the solution level and reuse them in
any case type, document type, task, or step in that solution.
About this task
You can create new properties using Case Manager Builder, or
reuse properties that already exist in the target object store. You cannot modify reused properties,
and they are not recreated during solution deployment. You can select from a list of reusable
properties, which can be sorted or filtered by name, unique ID, or type.
Procedure
To add or reuse properties:
- Add to the solution:
- From the solution home page, open the Properties page. Then, click
Add Property and select either Reuse Property or
New.
Important: You can reuse String, Integer, Boolean, Float, and datetime type properties.
You cannot use multi-value properties that are configured as unique and unordered or as hierarchical
choice lists.
To reduce the amount of
space that is used by properties, try to reuse existing properties, if possible. When you
select Reuse Property, you can select one or more properties that already
exist in Content Platform Engine.
If necessary, create new properties. To reduce the amount of space that is used by
properties, see the tips in Minimize database row sizes.
- 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.
- Optional: If you define a property as a choice list, you can use the choice list from a reused property
that you added to the solution if the type matches. To create a new choice list, on the
Properties page click Manage Choice Lists and define
choice list values.
Important: IBM® Case Manager does not prevent you from
entering duplicate values in a choice list. For example, assume you add First
as a choice item and assign the value as 1. You then add
Primary as another choice item and assign the value as
1. In Case Manager Client, both First and Primary
appear in the choice list.
Restriction: If the solution was created from a template that included a choice list,
the choice list is read-only. You cannot change the choice list. You can create a new choice list
with the same or different values.
If a choice list is updated in the solution where it was originally created, and the solution is
redeployed, the change is propagated to the solutions that reuse the choice list. When the solution
that reuses the choice list is opened in Case Manager Builder, the solution designer is prompted to
update the choice list to the version that has been redeployed to the target object store.
Reused properties are properties that have been defined in a solution that has been deployed.
Reused properties can be used again in other solutions. For example, if you are building a solution
for automobile insurance, you might need properties for a policy number and for a customer name in
most case documents in the solution. You can create the policy number and customer name properties
as templates to quickly add the properties where you need them throughout the solution.
- Add to a case, document type, or task:
- When you create a case type, document type, or task, click Add Property.
You can select an existing property that is defined for the solution, reuse a property, or create
one by clicking New.
- 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 are editing a property that existed in the
solution, any values that you enter here apply only to this case type or document type. For example,
you can override the default value that was set at the solution level.
Properties that you define at the case type, document type, or task level apply only to the case
type, document type, or task that you are currently designing. For example, when you create a case
type for automobile claims, you can add the existing reused property for policy number so that the
case type includes the policy number.
Only case properties are available in the case views that case workers see in the client
application.
You can assign a case property as the Case Title Property on
the Views page. The selected property must be a string or integer data type and
a single value property. The selected property must not be hidden. If you do not assign a case
property, the Case Title Property is the Case ID by default.
- Add one or more task preconditions:
- When you create or edit a task, click the Preconditions tab.
- Select a precondition type. Depending on the task, you can select:
- A case property is updated
- To configure this precondition, select a property in the Case properties
list.
- A document is filed in the case
- To configure this precondition, select Any document type or select one or
more types in the Document types list. You can make this task repeatable.
- A property condition is met
- To complete this precondition, click Add Condition to select a case
property that can be included in an expression. For example, you can set a precondition for the
claim value property so that if the claim value exceeds a specific value, then the fraud assessment
task starts.
- To add another precondition in which a property condition must be met, click Add
Condition. You can add other conditions, such as the AND or OR conditions.
What to do next
When designing your solution, if you reuse a long string property from Content Engine, do
not expose that long string property in the Search View of a case type. If you expose long string
properties in your case type Search View, case workers will receive an error when they search using
that long string property. The
begins with,
ends with,
contains,
is empty, and
is not empty
operators are the only valid operators for a long string property, and if a case worker uses a
different operator in the client , the search fails.