Case start form

Case start form plays a key role in launching the workflow process, as it serves as the starting point of the entire workflow. It is through it that the user initiates a new case (i.e., a new process instance), entering the necessary data that form the basis for the further course of the process.

Such a form allows collecting all the information required for properly starting and directing the workflow – e.g. applicant data, problem description, or attachments. Thanks to this, the system can automatically determine the appropriate action paths, participants, and tasks.

A properly designed start form thus ensures not only the correct initiation of the process, but also order as well as completeness and quality of data.

Linking the form to the case type

We attach the process definition to the form in the Steps application editor, in the Application save point, adding the element EximeeRouter2 and setting in it:

  • Process name - process definition key, i.e. the key identifying the process definition

  • Case number (Business key) - a component or session variable that contains the value for the business key of the created application. By default, if the Application numberparameter is not filled in, it will take the value of the application number.

Configuring this panel results in starting the integrated process after passing the application save point.

Illustration 1. Configured Application Save Point

Passing data from the application to the process

To pass data from the application to the process, it is necessary to add a session variable use-model-mapping and set its value to true. Then we map data from the application fields to variables in the process in the Data modelcolumn Mid contains the component id, and UniFlow ID the name of the variable in the process to which the value from the application is mapped.

Illustration 2. Mappings on the application

More info: Passing data to the process

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