Chapter 7. Completing the IT_Orders case using Showcase and Business Central
When a case instance is started using the Showcase application, tasks that are configured as Adhoc autostart
in the case definition are automatically assigned and made available to users with the role assignment for each task. Case workers can then work on the tasks in Business Central and complete them to move the case forward.
In the IT_Orders case project, the following case definition nodes are configured with the Adhoc autostart
property:
-
Prepare hardware spec
-
Hardware spec ready
-
Manager decision
-
Milestone 1: Order placed
Of these, the only user task is Prepare hardware spec
, which is assigned to the supplier
group. This is the first human task to be completed in the IT Orders case. When this task is complete, the Manager approval
task becomes available to the user assigned to the manager
role, and after the rest of the case work is finished, the Customer satisfaction survey
task is assigned to the case owner for completion.
Prerequisites
-
As the
wbadmin
user, you have started an IT_Orders case in the Showcase application.
Procedure
-
Log out of Business Central and log back in as a user that belongs to the
supplier
group. -
Go to Menu
Track Task Inbox. -
Open the
Prepare hardware spec
task and click Claim. This assigns the task to the logged in user. Click Start and click to locate the hardware specification file. Click to upload the file.
- Click Complete.
In Showcase, click Refresh in the upper-right corner. Notice that the
Prepare hardware task
user task and theHardware spec ready
milestone appear in the Completed column.In Business Central, go to Menu
Track Task Inbox. Open the Manager approval
task for wbadmin.- Click Claim and then click Start.
-
Check the
approve
box for the task that includes thevalid-spec.pdf
file, then click Complete.
Go to Menu
Manage Process Instances and open the Order for IT hardware process instance. Open the Diagram tab. Note that the
Place order
task is complete.Refresh the Showcase page to see that the
Manager approval
task and theManager decision
milestone are in the Completed column. The Milestones pane in the lower-left corner of the Showcase overview page also shows the completed and pending milestones.
In Business Central go to Menu
Manage Tasks. Click the Place order
task to open it.- Click Claim and then click Start.
Select the
Is order placed
check box and click Complete.The process instance diagram now shows the following case progress:
- Refresh the Showcase page to view the case progress.
Go to Menu
Manage Process Instances and open the Order for IT hardware. -
Open the Process Variables tab. Locate the
caseFile_shipped
variable and click Edit. In the Edit window, type
true
and click Save.Refresh the Showcase page. Note that the
Milestone 2: Order shipped
milestone is shown as Completed.The final milestone,
Milestone 3: Delivered to customer
is In progress.
-
Open the Process Variables tab. Locate the
Go to Menu
Manage Process Instances and open the Order for IT hardware. -
Open the Process Variables tab. Locate the
caseFile_delivered
variable and click Edit. -
In the Edit window, type
true
and click Save. Refresh the Showcase page. Note that the
Milestone 3: Delivered to customer
milestone is shown as Completed. All milestones under the Milestones pane in the lower-left corner are shown as complete.The final task of the IT Orders case,
Customer satisfaction survey
is shown under In progress.
-
Open the Process Variables tab. Locate the
In Business Central go to Menu
Track Task Inbox. Click the Customer satisfaction survey
task to open it.This task is already reserved for wbadmin.
Click Start and fill out the survey.
- Click Complete.
Go to Menu
Manage Process Instances and open the Order for IT hardware process instance. Open the Diagram tab. This shows that all required case process nodes are complete and there is nothing left to do for this case instance.
- Refresh the Showcase page and note that there are no actions under In progress.
In Showcase, type a comment in to the field under Comments. Click to add the comment to the case file.
- Click Close in the upper-right corner of the Showcase page to complete and close the case.