Creating Custom Task Workflows

The tasks that your case managers can assign to users all start new workflow processes. Sometimes those processes only contain a single task, sometimes they start more complex workflows.

To make writing your own task workflows and integrating them with Case Management easier, we've created a "boilerplate" workflow and form that you can copy and use as a starting point.

Creating custom workflows is an advanced feature of Case Management that requires a good understanding of the process modeller and forms designer. If your task only needs a single form to be completed, use the "multipurpose" task described in Creating Custom Tasks.

General Principles

Most Case Management tasks involve a single workflow user task being assigned to a user, who completes it by filling out information in a single form.

The boilerplate task and workflow let you create more complex Case Management tasks that can include multiple workflow user tasks and workflow elements using a workflow subprocess.

The elements that make up the boilerplate (ie the workflow model, forms and end points) should be copied, renamed, and customised using the information in this document to create your new task and workflow.

The Workflow Model

The boilerplate workflow model is designed to handle the communication between your task and Case Management. When creating a custom task, you should copy the boilerplate model, rename it, and build your workflow in the sub process structure. The first script task will need to be updated with values relevant to your task.

When a case manager generates your task, it will start your copy of the boilerplate workflow. It will assign the first user task to the relevant case manager (or group), before moving on to your custom elements.

End Points

A set of end points is responsible for much of the task functionality. The default end points need to be copied into a new namespace for your new task.

The Form

The boilerplate form is used by the first user task in the workflow. It includes numerous hidden fields and actions which should not be edited. Take a copy of this form, add the fields you need, and add it's name to the workflow model. It's also possible to create fully automated tasks that don't involve users interacting with forms.

Case Configuration

When configuring the tasks that are available in a case, all of the usual configuration options are available, including SLAs, who the task can be assigned to, and whether it is generated automatically when the case starts. It is in this configuration that you enter the name of your custom workflow model that should be started when the task is created.

Before You Start

When creating a copy of the task you'll need to:

• Think of a unique identifier for your task which will be added to the workflow, end point namespace and initial form
• Know which user groups are going to be carrying out your task