Case Task
Overview
Case task related configuration can be set in this screen.
Create Case Task
The setting specifies whether user can create case task from Unified View. This setting can be configured based on roles.
Case Task Rules
You can configure a variety of settings for every case task type. Each rule includes the following settings similar to Workflow rules.
Name
The name variable specifies the workflow that the rule will be applied to. Administrators have the option of creating individual rules for each workflow or create an 'any' rule which applies the configurable variables to any workflows that do not have a specific configuration.
Default Response
This is the available response if a work item step does not have any named responses specified.
Action Responses
The preferred response that will be automatically selected in the KwikWork Unified Display Step processor.
Property Aliases
Property Aliases allow for mapping between workflow and content properties. This is used for the "related documents" tab of the work item. It will use the mapping to inject values in the designated search template as appropriate.
Related Content Searches
Enables a related search tab when work items are opened in the KwikWork Unified Display.
Mandatory Comment Responses
The Mandatory Comment Responses allow administrators to force users to make comments on a work item depending on the response that is chosen. The values entered should be the same as the allowed responses when the case or workflow were created.
Audit Properties
Audit Properties allow administrators the ability to
'External Pages' Functionality
The KwiKWork 'External Pages' functionality provides the ability to access a Line of Business application by injecting properties of a work item into a URL which is displayed in a tab when the work item is opened. To use this functionality, a URL is constructed with the symbolic name of the properties to be injected enclosed in double curly brackets. An example is shown below.
http://<URL to access System>&searchId={{InvoiceNumber}}&InvoiceNumber={{Amount}} |
The 'External Pages' functionality is configured as follows:
- Click the 'Add' button to create a new row in the grid.
- Double click the 'Name' field and enter a name for the external page being configured
- Double click the 'label' field and enter the text that will be visible to the end user as the heading of the tab when a case is opened.
- Double click the 'url' field and enter a url following the convention specified above.
Attachment Version Type
This features allows administrators to choose which version of an attachment to a work item will be displayed when the work item is opened in the Unified View. Once the the work item has been opened within the unified view, users will be able to select any version to view.
Available Options
| Feature | Description |
|---|---|
| none | Will not display attachments automatically |
| released | Will display only major version of the attachment |
| current | Displays the current version of the attachment whether major or minor |
| reservation | Displays reserved versions of attachments |
Get Next Checked
This features whether the check box to open the next work item after completion of a work item is enabled.
Use Configured Properties Order
When enabled, properties are displayed in the KwikWork step process using the order that was specified in the case solution or work flow.
Show Workflow Properties in the Unified View Header
Future functionality which will display select work item properties in a banner above the attachment.
Unified View Tab Order
This setting control the unified view's tabs order from left to right.
Attachment Tab Column Names
Administrators can configure column fields and column headers for Attachment tab in unified view. The Name field is the display column head text for the property defined in Field. All entries are free-form text, administrator needs to find symbolic names of properties using different tool.
Launch Case Task Search Template
Administrators can select one search template which is to be used to search objects for launching case tasks.
Launch Case Task Rules
Administrator can configure rules for launching case tasks. It includes the following in order to be able to create a case task and attach objects to the tasks.
Name
Administrator can configure a Case Task type to create tasks. This is the name of case task type.
Attachment Search Template
Administrator can configure a search template to search objects and attachment the objects to the task user will be creating.