Case Notes
From Business Process Management, BPM and Workflow Automation Wiki | BizAgi BPMS
<keywords content="keywords"> note, notes, annotation, annotations, case comment, case comments, process comments, process notes, observation, observations </keywords>
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Applies to .NET EDITION |
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Case Notes
Frequently projects need to include in their processes case observations and general notes. Bizagi provides a tool called Case Notes, that allows including that kind of elements, available in all activities of each process.
Case Notes are displayed as links at the bottom of the web application. When the link is clicked, a new window will show the display form with the added records and links to add, edit and delete them.
When a case is closed, the Notes will be shown as not editable.
Case Notes are created from the Application level or Process level.
When created from the Application level, the notes will be available in all activities of the processes and subprocesses that are opened in a single case.
When created from the Process level, the notes will be available only in the process when it is opened.
Case Notes will also be available in the Summary Form
How to create Case Notes
To define a Case Note it is necessary to create a single-multiple relationship that relates the case with an entity where the notes will be saved. Just like creating a table in a form, the user should choose a display form, an edit form and an add form.
Right click over the process or application where Notes will be. Select Define Case Notes as shown in the previous section.
A new window will be opened. Select Add Case Note
Fill in the required fields: Name, Display Name, XPath.
If there is no display, add or edit forms associated, Bizagi will use a default form including all the attributes in the entity.
It is possible to filter the records of the notes and to use a rule that will be executed to validate records when adding or editing.
The rule should evaluate a condition with two possible outcomes. Either the condition is correct, in which case the rule should return true, or the condition is not correct. If this is the case, then the rule should throw a validation:
CHelper.ThrowValidationError("This record can’t be added");
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Note: Case Notes are shown in the summary and global forms, so it is important the sentence Me is not used in them. |
Watch the video for an example on How to create a Case Note:
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Case Notes Security
A project might need restriction to view, add, delete or create new records of Case Notes since they are shown in every activity of a process
The Security of the Case Notes is handeled as any other page's security. Go to the Security menu and define permissions for roles or user groups.
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