Configuring Case interface in a process

The Case Interface Create or the Case Interface Update are available as a process element in the Case Management Service section in the Process designer, and is visible only if you have deployed the com.bmc.dsm.case-lib bundle.

To add Case Interface Create in a process

1. Log in to BMC Helix Innovation Studio and navigate the Workspace tab.
2. Select the application to which you want to add a process to automate the case creation task.
3. On the Processes tab, click the name of the process to which you want to add the Case Interface Create element or click New to create a new process.  
4. Specify the general details of the process, for example, process name, process variables, and permissions.
   For more information about how to specify the general details of a process, see Defining processes to accomplish business goals. 

5. From the Case Management Service section of the Palette, drag the Case Interface Create component to the canvas.
   In the Properties pane, click Settings , and specify the following properties:

   Property	Description	Example
   Label	Define a label for the case. You can filter the cases based on a specific label.
   Description	Add a description for the process activity.
   Run as	Select the user role using which you want to run this case creation process. The options are: Current user Administrator (Default) Inherit from Process
   INPUT MAP	Define the input parameters required to create a new case Fields—Click Click to build an expression to define the fields required for the case. For more information on fields of a case, see Creating-cases-from-the-Create-Case-page Description—Click Click to build an expression to add a description for the case. Summary—Click Click to build an expression to enter the details about the case. You can use document or templates to create a new case. You can do that by providing the output of Create Document action element as input to Fields property of Case Interface Create element.
   OUTPUT MAP	Define the output parameters that you want to create as a result of case creation. These parameters can be used as input to the next process element. Example: Case ID of the newly created case.
   MULTI INSTANCE LOOP	If you want a process activity to run in loop, fill out this section.  For more information about the Multi instance loop, see Repeating-activities-in-a-process-by-using-multi-instance-loops.

6. Click Save.

Example

The following image shows a sample process that uses a case interface element to create a case by using predefined templates: 

To add Case Interface Update process element

You can update the case details like summary, category tier, priority, site, and others by performing the following steps:

1. Log in to BMC Helix Innovation Studio and navigate the Workspace tab.
2. Select the application for which you want to add a process to automate the Case Interface Update task.
3. On the Processes tab, click the name of the process to which you want to add the Case Interface Update element or click New to create a new process.  
4. Specify the general details of the process, for example, process name, process variables, and permissions.
   For more information about how to specify the general details of a process, see Defining processes to accomplish business goals. 

5. From Palette, drag the Case Interface Update component to the canvas.
   In the Properties pane, click Settings , and specify the following properties:

   Property	Description	Example
   Label	Define a label for the case.  You can filter the cases based on a specific label.
   Description	Add a description for the process activity.
   Run as	Select the user role by which you want to run the case update process. The options are: Current user Administrator (Default) Inherit from Process
   INPUT MAP	Define the parameters to be updated for the case identified by Case ID parameter.  Case ID—Click Click to build an expression to define the expression for the Case ID to be updated. Fields—Click Click to build an expression to define the fields that you want to update for the selected case. Important: You can modify only a subset of fields for a case. For more information on fields that can be updated, see Viewing and updating case details. Description—Click Click to build an expression to update the description for the case. Summary—Click Click to build an expression to update the details about the case.
   OUTPUT MAP	Define the output parameters that you want to create after you update the case.
   MULTI INSTANCE LOOP	If you want a process activity to run in loop, fill out this section.  For more information about the Multi instance loop, see Repeating-activities-in-a-process-by-using-multi-instance-loops.

6. Click Save.

Example

The following image shows a sample process that uses a Case Interface Update element to update an existing case: