Chapter 8. Ad hoc and dynamic tasks

Procedure

1. In Business Central, go to Menu Design Projects and IT_Orders_New.
2. Click the IT_Orders_New case project Business Process (legacy) asset.
3. In the process designer, click to open the Object Library on the left of the design palette.

4. From the list, select a task that you want to add to the case definition as an ad hoc task.

   For example, you might want to add a user task to fill out a warranty claim if goods that are received are faulty. A warranty claim may or may not need to be completed during the course of the case, but it is available to be performed in an ad hoc way if required.

5. Configure the ad hoc task properties in the Properties panel on the right.
6. Trigger the task during run time using a Java API call. For example, the Order rejected ad hoc task is triggered by the following API call: CaseService.triggerAdHocFragment

Procedure

1. With the IT_Orders_New project deployed and running in the Process Server, in a web browser, navigate to the Showcase login page http://localhost:8080/rhpam-case-mgmt-showcase/.

   Alternatively, if you have configured Business Central to display the Apps launcher button, use it to open a new browser window with the Showcase login page.

   

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2. Log in to the Showcase application using your Business Central login credentials.
3. Select an active case instance from the list to open it.

4. Under Overview Actions Available, click the button next to New user task or New process task to add a new task or process task.

   Figure 8.1. Showcase dynamic actions

   

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   • To create a dynamic user task, start a New user task and complete the required information:

     

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   • To create a dynamic process task, start a New process task and complete the required information:

     

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5. To view a dynamic user task in Business Central, click Menu Track Task Inbox. The user task that was added dynamically using the Showcase application appears in the Task Inbox of users assigned to the task during task creation.

   

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   1. Click the dynamic task in the Task Inbox to open the task. A number of action tabs are available from this page.
   2. Using the actions available under the task tabs, you can begin working on the task.
   3. In the Showcase application, click the refresh button in the upper-right corner. Case tasks and processes that are in progress appear under Overview Actions In progress.
   4. When you have completed working on the task, click the Complete button under the Work tab.
   5. In the Showcase application, click the refresh button in the upper-right corner. The completed task appears under Overview Actions Completed.

6. To view a dynamic process task in Business Central, click Menu Manage Process Instances.

   

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   1. Click the dynamic process instance in the list of available process instances to view information about the process instance.
   2. In the Showcase application, click the refresh button in the upper-right corner. Case tasks and processes that are in progress appear under Overview Actions In progress.

Procedure

1. In the Showcase application, locate the case instance you want to close from the list of case instances.
2. To close the case without viewing the details first, click Close.

3. To close the case from the case details page, click the case in the list to open it.

   From the case overview page you can add comments to the case and verify that you are closing the correct case based on the case information.

4. Click Close to close the case.
5. Click Back to Case List in the upper-left corner of the page to return to the Showcase case list view.
6. Click the drop-down list next to Status and select Canceled to view the list of closed and canceled cases.