Chapter 12. Rules in case management

Procedure

1. Create the following business rule file called validate-document.drl:

   package defaultPackage;
   
   import java.util.Map;
   import java.util.HashMap;
   import org.jbpm.casemgmt.api.CaseService;
   import org.jbpm.casemgmt.api.model.instance.CaseFileInstance;
   import org.jbpm.document.Document;
   import org.jbpm.services.api.service.ServiceRegistry;
   
   rule "Invalid document name - reupload"
   when
       $caseData : CaseFileInstance()
       Document(name == "invalid.pdf") from $caseData.getData("hwSpec")
   
   then
   
       System.out.println("Hardware specification is invalid");
       $caseData.remove("hwSpec");
       update($caseData);
       CaseService caseService = (CaseService) ServiceRegistry.get().service(ServiceRegistry.CASE_SERVICE);
       caseService.triggerAdHocFragment($caseData.getCaseId(), "Prepare hardware spec", null);
   end

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   This business rule detects when a file named invalid.pdf is uploaded to the case file. It then removes the invalid.pdf document and creates a new instance of the Prepare hardware spec user task.

2. Click Build, then Deploy to deploy the IT Orders project.
3. Create a file called invalid.pdf and save it locally.
4. Create a file called `valid-spec.pdf`and save it locally.
5. Open the IT Orders project in Business Central under Menu Projects IT Orders.
6. Click Import Asset in the upper-right corner of the page.

7. Upload the validate-document.drl file to the default package (src/main/resources).

   

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   The validate-document.drl rule is shown in the rule editor. Click Save or close to exit the rule editor.

8. Open the Showcase application by either clicking the Apps launcher (if it is installed), or go to http://localhost:8080/rhpam-case-mgmt-showcase/jbpm-cm.html.

9. Start a new case for the IT Orders project.

   In this example, Aimee is the case owner, Katy is the manager, and the supplier group is supplier.

   

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10. Log out of Business Central, and log back in as a user that belongs to the supplier group.
11. Go to Menu Track Task Inbox.
12. Open the Prepare hardware spec task and click Claim. This assigns the task to the logged in user.

13. Click Start and click to locate the invalid.pdf hardware specification file. Click to upload the file.

    

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    Click Complete.

    Instead of the Task Inbox showing the Prepare hardware spec as Complete, it shows as Ready.

14. In Showcase, click Refresh in the upper-right corner. Notice that a Prepare hardware task appears in the Completed column and another appears in the In Progress column.

    

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    This is because the first Prepare hardware spec task has been completed with the specification file invalid.pdf. As a result, the business rule causes the task and file to be discarded, and a new user task created.

15. In the Business Central Task Inbox, repeat steps 12 and 13, but upload the valid-spec.pdf file instead of invalid.pdf.
16. Log out of Business Central and log back in again as Katy.
17. Go to Menu Track Task Inbox. There are two Manager approval tasks for Katy, one with the invalid.pdf hardware specification file, the other with the valid-spec.pdf file.

18. Open, claim, and complete each task:

    1. Check the approve box for the task that includes the valid-spec.pdf file, then click Complete.
    2. Do not check the approve box on the task with the invalid.pdf file, then click Complete.
19. Go to Menu Manage Process Instances and open the Order for IT hardware process instance.

20. Open the Diagram tab. Note that the process both Order rejected and Place order tasks as completed.

    

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    Similarly, the case details page in Showcase lists two Manager approval tasks in the Completed column.