You can use a case as a small collaboration space for a particular goal. For example, ‘Hire employee’ or ‘Sign contract’. Cases typically represent more work than a simple task for a single person, but less than a whole project.
A case breaks the goal down into concrete action items (or tasks) so you can collaborate with other people. The case brings together a set of tasks, a discussion and documents, and allows participants to share any relevant context information for the tasks.
Starting an ad-hoc case¶
Signavio Workflow Accelerator supports two types of cases: cases that relate to a process and ad-hoc cases. An ad-hoc case does not have a predefined process. It creates a collaboration space that you can use to reach a one-off goal.
To create a new ad-hoc case, navigate to Cases; on the Cases of menu, select Cases without a process, then click Start new case.
Then the case header appears.
Next, type the case title and hit Enter. Workflow Accelerator now creates the new case.
Starting a new process case¶
A process case uses the latest version of the workflow defined by a published process. It creates a collaboration space for working towards a predefined goal.
You can create a new process case by selecting the Start new case button in one of three places:
- in the process builder, on the Versions page, next to the latest published version
- on the Processes page, next to the name of each published process
- on the cases overview page, for the selected process.
The Cases view shows an overview of cases for a single process. To open the Cases view, select Cases from the main menu.
The table shows cases for the Hire employee process. You can use the menu above the table to select a different process, ad hoc cases that don’t have a process, or cases of a deleted process. Each case in the table show the case name, grey and green task status bars, and additional columns that show the values of workflow variables.
The grey and green status bars show information about completed and open tasks when you hover the mouse cursor over them.
These status bars appear to the left of the workflow data columns, which you can customize.
Use the linked case name to open the case’s details page.
Viewing case details¶
The case details view shows the case name, with case participants’ avatar pictures underneath, and the case’s task list.
Each case has an event stream that acts as an audit log and includes the information that case participants share during collaboration, such as comments, documents and links.
Other open activities¶
The Tasks list shows the case’s open and closed tasks. In most cases, completing the last task will close the case. However a case must sometimes wait for a sub-process, or some other activity that doesn’t correspond to a task in the Tasks list.
The case view lists the following types of open activity under the Other open activities heading, underneath the Tasks list:
For example, consider a customer invoice process that includes a payment recovery sub-process.
This Invoice customer example shows the following event stream, in chronological order.
- The case started by sending an invoice by email.
- The case created a Check payment task.
- Someone completed the Check payment task, with the result Unpaid.
- The case sent a payment reminder email to the customer.
- The case started a Payment recovery sub-process.
At this stage, the case will wait for the Payment recovery sub-process before it creates the next task in the invoice process. Until then, the Tasks list will continue to only show the completed task, and the Other open activities list shows a link to the sub-process case.
Configuring case view table columns¶
The Cases view’s table includes columns for workflow variables, which usually correspond to form fields on a trigger form or in a user task. You can select which fields the Cases view shows as table columns, so you can have a clear overview of the process’ cases.
To customize the table columns, open the Cases view and click the top-right Configure columns button.
Use the drag icon on the far left of the list of columns to change the column order, and click the delete icon on the far right to remove a column. You can also use the text box to edit the column’s heading.
Below the list of columns, you’ll find a menu for selecting additional column to add to the table.
The menu lists all of the workflow variables that the table does not currently include. In this example, the Interviewer variable has the type User, which means that you can access additional fields for the user’s email address, first name, ID and last name.
Attaching documents to a case¶
As well as commenting on a case, to share information with the case’s participants, you can attach documents. For example, cases in a job vacancy process might require candidate CVs. Anyone can access the case can download a case’s documents, which makes them more useful than email attachments.
To attach a document to a case, select the the Upload a document option next to where you add comments.
The case’s event stream shows the document, with its file name and size. Click the icon on the right to open the document.
If cases regularly require the same document as part of the process, you can make this clearer to people who work on cases by adding a file upload form field to a user task form.
Closing a case manually¶
You normally close a case by completing all of its tasks. However, sometimes you want to abandon a case and stop working on a it. To do this you can manually close a case.
To close a case, select the ellipsis menu at the top-right of the case view, select Close this case, and click again to confirm.
Deleting a case¶
You do not normally delete cases in Workflow Accelerator: you close cases that you have finished working on. However, you sometimes do need to delete cases, such as the test cases that you create while developing the initial versions of a process model.
To delete a case, open the case and use its right-hand actions menu to select Delete case.
Exporting cases data¶
You can export the information about a process’ cases to a CSV file that you can open in a spreadsheet. To export case data, open the Cases overview, select a process, and then select Export as CSV. You may find this useful for reporting or auditing, for example.
Use the CSV export options to specify the ordering of exported cases, whether to filter by status (open or closed), and the output format. Try a different output format option if you have problems loading the exported CSV file into another application, such as Microsoft Excel. The output format options determine which characters the CSV output uses to quote and separate characters and lines:
- Standard - conventional CSV format
- Excel - Microsoft Excel compatibility mode
- Excel (Northern Europe) - better Excel compatibility for some European countries
- Tabs - separate values with tabs instead of commas.
The CSV export uses UTF-8 text encoding. Select UTF-8 when opening the CSV in Microsoft Excel, for example, to preserve characters such as letters with accents.