Full Case List

The Full Case List page is a dashboard featuring a single, full-width task widget. You can reach the page by using the Cases link in the Axon Ivy Portal menu.

Note

Grant permission 🔑AccessFullCaseList if Cases is not visible.

Hint

The set of cases you see in the Portal depends on the roles you hold in in your applications.

For each case, the list shows the following key information:

1. Case ID

2. Name

3. Description

4. Creator

5. Creation Date

6. Finished Date

7. State

8. Category

At the end of each row you find a set of key features to handle cases by clicking on Actions.

To access the full set of case data, click on the case Name/Description.

The case details are separated into four different sections:

1. Data and Description: Contain various metadata of the case and its description.

   

2. Related running tasks and cases: Contains a list of all related running cases and tasks. Moving the mouse over a task shows you both state and responsible user. To show all related tasks see the HowTo below.

   

3. Histories: The Axon Ivy Portal adds notes here for state changes of the case. You may add your own notes as described below.

   

4. Documents: Here, documents attached to the case are listed. You may add. delete or preview documents as described in the HowTo’s below.

   

HowTo: Move and Resize Widgets in Case Details

1. Open the case details

2. Click on the Edit button to drag, drop and resize widgets.

3. Click on the Save button to save the current state of the page and switch to read-only mode.

4. Click the Reset button to reset the widget to its default configuration.

HowTo: Attach a document to a case

1. Open the case details

2. Click Add document

3. The Add document dialog is opened

4. Upload a file by clicking Upload here or by dragging the file into the dialog

5. Click Close close the dialog

Note

Grant either permission 🔑DocumentOfInvolvedCaseWrite or 🔑DocumentWrite to allow a user to write case documents.

HowTo: Remove an Attachment from the Case

1. Open the case details

2. Click on the button next to the attachment you want to remove.

3. A confirmation dialog is opened

4. Click Delete to remove the attachment

Note

Grant either permission 🔑DocumentOfInvolvedCaseWrite or 🔑DocumentWrite to allow a user to delete attachments from a case.

HowTo: Preview a document of a case

1. Open the case details

2. Click on the button next to the attachment you want to preview

3. A preview dialog is opened

4. Click the button Close to close the dialog

Note

Portal can preview images, plain text(txt and log) and pdf documents.

Change Portal settings Portal.Document.EnablePreview to true to enable this feature.

HowTo: Add a Note to a Case

1. Open the case details

2. Click on the Add note link below the notes section.

3. The Add note dialog is opened.

4. Enter your note.

5. To save your note, click Save.

Note

Notes of a technical case are displayed on the Notes table of the case, and its tasks.

Visibility rule for notes of business case:

• Displayed in the History table of the case details and its direct tasks

• Displayed in the History table of its technical case details.

• Not displayed in the Notes table of tasks belong to technical case.

Grant permission 🔑TaskCaseAddNote to allow a user to add a note to a case.

HowTo: Export a Case History

1. Open the case details

2. Click on Show more below the notes section

   

3. A page containing the case history is opened

4. To export the case history, click on Export to Excel

   

HowTo: Manipulate Related Tasks Inside Case Details

1. Open the case details

2. Scroll to Related Tasks of Case

This section shows you the related tasks of this case.

Hint

What you see here depends on the roles granted to you in both the application and the Axon Ivy Portal. Administrators can see all open tasks.

Note

Grant either permission 🔑TaskReadOwnCaseTasks or 🔑TaskReadAll to allow a user to see all related tasks of a case.

The list shows the following key information for each task. To change the columns displayed, click on Manage columns. Select from the following columns:

• Priority

• Name

• Description

• Responsible user or role

• Task ID

• Creation Date

• Expiry Date

• Finished date

• State

At the end of each row, a side step menu is available. It offers the following actions:

• Reset Task

• Delegate Task

• Reserve Task

• Destroy Task

• Trigger Escalation Task

• Workflow Events

To access the full set of the task data, click on the row containing the task.

HowTo: Manipulate Related Cases Inside Case Details

1. Open the case details

2. Scroll to Related Cases section. This section is shown only if the case has related cases.

By default, the following information is shown. To change it, click on Manage columns to select from:

• Name

• Description

• Case ID

• Creator

• Creation date

• Finished date

• State

• Category

The Action column provides these actions to handle the related case:

• Case details

• Business details

• Side step

To see the details of the related case, click on its row. To export the related case list, click on Export to Excel.

HowTo: Show Process Viewer

Portal provides a visual representation of the process flow of the current case or task. To open the viewer, select Process Viewer in the Action menu.

You find this option on the following pages:

• Case details

• Task details

• Full case list

• Full task list

1. Click on Actions

2. Click on Process Viewer

3. Portal opens a new browser tab. You see the process viewer.

HowTo: Share Case Details

1. Open the case details

2. Click on the share button

Note

Grant permission 🔑ShareCaseDetailsLink to allow a user to share case details.