Configuring Case Type Selection Properties - Honeywell DOC4000 - 7.3 - Help - Intergraph

DOC4000 Help

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Honeywell DOC4000
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7.3

You can configure DOC4000 to display a set of fields when a user starts a case. Then, based on the values selected for those fields, DOC4000 can determine which workflow definition to assign to the case. These types of common fields are known as case type filter fields.

You must first create one or more common fields that have the Case Type filter check box checked. Then, this task allows you to specify which values for these fields are associated with each workflow definition. When a user starts a new case and sets the case type filter fields to the values you specified, the case is assigned to the appropriate workflow definition for those values. Once a case is assigned to a workflow definition, the case can then be updated as each state of the workflow is achieved.

The Set case type selection properties link on the Workflows window in the Admin Utility allows you to specify which fields and values are associated with each workflow definition. You need to select the fields and values for each workflow definition you want to use based on a set of case type filter fields and their values.

To set the case type selection properties and values for a workflow:

  1. In the Admin Utility, click the Workflows link.

  2. On the Workflows window, select a workflow definition in the Workflow Definitions area.

  3. In the Workflow Details area, click Set case type selection properties link.

  4. On the Workflow Definition Properties window, select the common field and type or select the value to be used as the filter. Repeat this step for additional fields.

  5. Click Save.