Related Topics
Case Definition
The Case definition specifies all of the properties for a Case. The Case properties create a shared data context that is passed between all of the processes, Forms, and Knowledge Views that are used in the Case. Some changes have been applied to the Case definition for v4.02 and higher, in order to use the Dashboard object, rather than a Workspace, to display the Case folder for a Case instance.
Documentation Examples #
Creating a SQL View #
Sometimes, you might wish to access the stored data about a case definition more easily. So, just as with a Form, Process Director enables you to create SQL views based on case definitions. Each Case Definition has a Case Property Data SQL View tab.
This tab operates exactly like the Form Data SQL View tab on a Form Definition. Please refer to the Create View (SQL) topic in the Database Guide for detailed information on how to configure this tab.
Case Definition Super Search #
In the Condition Builder, the System Variable dropdown includes an Any Case Property option that will enable a search across all case properties in a Case definition for a specified value.
Process Director Versions Prior to v4.02
In the initial versions of Process Director that support Case Management (v3.82 to v4.01) there is a Workspaces tab, from which you can display the workspace you wish to use to display the Case Folder. In these versions, you must configure a workspace with the This workspace is used for case instances property checked to display the case folder information.
See Also:
Documentation Feedback and Questions
If you notice some way that this document can be improved, we're happy to hear your suggestions. Similarly, if you can't find an answer you're looking for, ask it via feedback. Simply click on the button below to provide us with your feedback or ask a question. Please remember, though, that not every issue can be addressed through documentation. So, if you have a specific technical issue with Process Director, please open a support ticket.